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Sponsor portfolioTH

PRIDGEON & CLAY, INC.

EIN 38-1310157-automotive-Latest filing 2025
Plans
3
Retirement
2
$66.5M assets
Welfare
1
$598K premiums
Participants
2,171
50 COTTAGE GROVE, S.W. - GRAND RAPIDS, MI 49507616-241-5675pridgeonandclay.comLinkedIn1001-5000 employeesautomotive
Plans on this EIN
3 filings
#003401k-$55.7M - 825 part#004ESOP-$10.8M - 590 part#501Mixed-$598K - 874 lives

Retirement portfolio analytics

2 plans aggregated / $66.5M assets / 1,415 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • 401(K) RETIREMENT Savings (#003)84%
  • EMPLOYEE STOCK OWNERSHIP (#004)16%
Total $66.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#003)825
  • EMPLOYEE STOCK OWNERSHIP (#004)590
Total 1,415Click row to drill in

Benefits portfolio analytics

1 plan / $598K premiums / 874 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$475K
  • Life$448K
  • Long-term disability$448K
  • Health$75K
  • Prescription drug$75K
  • Vision$48K
Total $598K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA75%
  • HUMANA INSURANCE COMPANY13%
  • EYEMED VISION CARE8%
  • ULLIANCE, INC.4%
Total $598K4 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • GALLAGHER BENEFIT SERVICES, INC.77%
  • LOCKTON COMPANIES, LLC23%
Total $37K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PRIDGEON & CLAY, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$55.7M
Participants825
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PRIDGEON & CLAY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.8M
Participants590
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRIDGEON & CLAY, INC. HEALTH BENEFITS PLAN FOR EMPLOYEES

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$598K
Covered lives874
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PRIDGEON & CLAY, INC. 401(K) RETIREMENT SAVINGS PLAN401k$55.7M8252024
004PRIDGEON & CLAY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$10.8M5902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRIDGEON & CLAY, INC. HEALTH BENEFITS PLAN FOR EMPLOYEESMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$598K8742025
Retirement plans
Welfare plans
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