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  2. Topco Associates LLC
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Topco Associates LLC

EIN 36-4469052-retail-Latest filing 2025
Plans
3
Retirement
2
$181.4M assets
Health & Benefits
1
$307K premiums
Participants
1,445
2 PIERCE PLACE - ITASCA, IL 60143847-676-3030topco.comLinkedIn201-500 employeesretail
Plans on this EIN
3 filings
#002401(k)-$120.1M - 702 part#001Traditional DB-$61.3M - 176 part#505Fully insured-$307K - 642 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $181.4M assets / 878 participants

Assets by plan

Share of aggregate retirement assets

  • ASSOCIATES LLC 401(K) (#002)$120.1M
  • ASSOCIATES LLC PENSION (#001)$61.3M
Total $181.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$120.1M
  • BLACKROCK$61.3M
Total $181.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES LLC 401(K) (#002)702
  • ASSOCIATES LLC PENSION (#001)176
Total 878Select a row to open it

Benefits portfolio analytics

1 plan / $307K premiums / 642 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$173K
  • Other$163K
  • Long-term disability$117K
  • Vision$66K
  • Dental$27K
  • Health$8K
Total $307K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

TOPCO ASSOCIATES LLC 401(K) PLAN

401(k)

Assets$120.1M
Participants702
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

TOPCO ASSOCIATES LLC PENSION PLAN

Traditional DB

Assets$61.3M
Participants176
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

TOPCO EMPLOYEES GROUP BENEFITS PLAN

Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$307K
Covered lives642
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002TOPCO ASSOCIATES LLC 401(K) PLAN401(k)$120.1M7022025
#001TOPCO ASSOCIATES LLC PENSION PLANTraditional DB$61.3M1762025
  • TOPCO ASSOCIATES LLC 401(K) PLAN$120.1M
    #002 · 401(k) · 2025702
  • TOPCO ASSOCIATES LLC PENSION PLAN$61.3M
    #001 · Traditional DB · 2025176

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505TOPCO EMPLOYEES GROUP BENEFITS PLANFully insuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$307K6422025
  • TOPCO EMPLOYEES GROUP BENEFITS PLAN$307K
    #505 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025642
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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