Assets by plan
Share of aggregate retirement assets
- / TAC 401(K) (#001)$29.9M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $79.5M assets / 359 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $250K premiums / 270 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Fully insured - STARMOUNT LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THOUVENOT, WADE, MOERCHEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $49.6M | 161 | 2025 |
| #001 | TWM / TAC 401(K) PLAN | 401(k) | $29.9M | 198 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | THOUVENOT, WADE & MOERCHEN, INC. LIFE AND DISABILITY PLAN. | Fully insured | STARMOUNT LIFE INSURANCE COMPANY | $250K | 270 | 2025 |