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  2. PORSCHE BUSINESS SERVICES, INC.
Sponsor portfolio

PORSCHE BUSINESS SERVICES, INC.

EIN 36-4110345-computer software-Latest filing 2024
Plans
3
Retirement
2
$266.5M assets
Welfare
1
$825K premiums
Participants
2,630
ONE PORSCHE DRIVE - ATLANTA, GA 30328770-290-3871dedeporsche.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
3 filings
#002401k-$230.9M - 1,397 part#001TraditionalDB-$35.6M - 236 part#501Mixed-$825K - 965 lives

Retirement portfolio analytics

2 plans aggregated / $266.5M assets / 1,633 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PLAN AND TRUST (#002)87%
  • EMPLOYEES' RETIREMENT PLAN (#001)13%
Total $266.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)1,397
  • EMPLOYEES' RETIREMENT PLAN (#001)236
Total 1,633Click row to drill in

Benefits portfolio analytics

1 plan / $825K premiums / 965 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$825K
  • Short-term disability$825K
  • Long-term disability$825K
  • Other$825K
Total $825K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $825K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $9201 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PORSCHE EMPLOYEE SAVINGS PLAN AND TRUST

401k

Assets$230.9M
Participants1,397
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PORSCHE EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$35.6M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PORSCHE BUSINESS SERVICES, INC. COMPREHENSIVE WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$825K
Covered lives965
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PORSCHE EMPLOYEE SAVINGS PLAN AND TRUST401k$230.9M1,3972024
001PORSCHE EMPLOYEES' RETIREMENT PLANTraditionalDB$35.6M2362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PORSCHE BUSINESS SERVICES, INC. COMPREHENSIVE WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$825K9652024
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