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Sponsor portfolio

FLEETWOOD GROUP, INC.

EIN 38-1880634-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$21.3M assets
Welfare
1
$152K premiums
Participants
395
11832 JAMES STREET - HOLLAND, MI 494247789616-396-1142fleetwoodgroup.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
3 filings
#001ESOP-$12.9M - 144 part#002401k-$8.4M - 132 part#501Mixed-$152K - 220 lives

Retirement portfolio analytics

2 plans aggregated / $21.3M assets / 276 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • EMPLOYEE STOCK OWNERSHIP (#001)61%
  • INC. 401(K) Savings (#002)39%
Total $21.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)144
  • INC. 401(K) Savings (#002)132
Total 276Click row to drill in

Benefits portfolio analytics

1 plan / $152K premiums / 220 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$80K
  • Vision$72K
  • Life$72K
  • Long-term disability$72K
  • Other$72K
Total $152K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • DELTA DENTAL OF CALIFORNIA52%
  • METROPOLITAN LIFE INSURANCE COMPANY48%
Total $152K2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • ADVANTAGE BENEFITS GROUP77%
  • GIS BENEFITS INC23%
  • USI INSURANCE SERVICES LLC0%
Total $16K3 slices

Plan deep-dives

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

FLEETWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12.9M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FLEETWOOD GROUP, INC. 401(K) SAVINGS PLAN

401k

Assets$8.4M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FLEETWOOD GROUP, INC. FLEXIBLE BENEFITS PLAN

Mixed - DELTA DENTAL OF MICHIGAN

Premiums$152K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FLEETWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$12.9M1442025
002FLEETWOOD GROUP, INC. 401(K) SAVINGS PLAN401k$8.4M1322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FLEETWOOD GROUP, INC. FLEXIBLE BENEFITS PLANMixedDELTA DENTAL OF MICHIGAN$152K2202025
Retirement plans
Welfare plans
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