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Sponsor portfolio

ROBERT CHICK FRITZ, INC.

EIN 37-0842609-wholesale-Latest filing 2025
Plans
3
Retirement
3
$21.5M assets
Welfare
0
Participants
225
2351 MASCOUTAH AVENUE - BELLEVILLE, IL 62220618-234-4663LinkedIn11-50 employeeswholesale
Plans on this EIN
3 filings
#001ProfitSharing-$9.4M - 88 part#004401k-$8.3M - 90 part#003401k-$3.9M - 47 part

Retirement portfolio analytics

3 plans aggregated / $21.5M assets / 225 participants

Assets by plan

Share of aggregate retirement assets

43%top
  • PLAN AND TRUST (#001)43%
  • INC. COMPANY 401(K) (#004)38%
  • UNION EMPLOYEES 401(K) (#003)18%
Total $21.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. COMPANY 401(K) (#004)90
  • PLAN AND TRUST (#001)88
  • UNION EMPLOYEES 401(K) (#003)47
Total 225Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROBERT CHICK FRITZ, INC. PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$9.4M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

ROBERT CHICK FRITZ, INC. COMPANY 401(K) PLAN

401k

Assets$8.3M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

ROBERT CHICK FRITZ, INC. UNION EMPLOYEES 401(K) PLAN

401k

Assets$3.9M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001ROBERT CHICK FRITZ, INC. PROFIT SHARING PLAN AND TRUSTProfitSharing$9.4M882025
004ROBERT CHICK FRITZ, INC. COMPANY 401(K) PLAN401k$8.3M902025
003ROBERT CHICK FRITZ, INC. UNION EMPLOYEES 401(K) PLAN401k$3.9M472024
Retirement plans
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