Assets by plan
Share of aggregate retirement assets
Filings through .
Fritz Enterprises, Inc.
EIN 38-1960773ManufacturingLatest filing 2025
Plans
5
Retirement
2
$51.1M assets
Health & Benefits
3
$4.2M premiums
Participants
857
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $51.1M assets / 491 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $4.2M premiums / 906 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Life$265K
- Short-term disability$212K
- Other$212K
- Dental$138K
- Vision$37K
- +1 more
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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
FRITZ ENTERPRISES, INC. 401(K) PLAN
401(k)
Assets$26.3M
Participants247
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN
Traditional DB
Assets$24.8M
Participants244
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FRITZ ENTERPRISES, INC. GROUP HEALTH, DISABILITY, AND LIFE INSURANCE PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$4.1M
Covered lives477
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
FRITZ ENTERPRISES, INC. GROUP VISION INSURANCE PLAN
Fully insured - EYEMED VISION CARE
Premiums$37K
Covered lives362
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
FRITZ ENTERPRISES, INC. LONG-TERM DISABILITY INSURANCE PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE
Premiums$21K
Covered lives67
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FRITZ ENTERPRISES, INC. 401(K) PLAN | 401(k) | $26.3M | 247 | 2025 |
| #001 | FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN | Traditional DB | $24.8M | 244 | 2025 |
- #002 · 401(k) · 2025247
- #001 · Traditional DB · 2025244
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FRITZ ENTERPRISES, INC. GROUP HEALTH, DISABILITY, AND LIFE INSURANCE PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $4.1M | 477 | 2025 |
| #502 | FRITZ ENTERPRISES, INC. GROUP VISION INSURANCE PLAN | Fully insured | EYEMED VISION CARE | $37K | 362 | 2025 |
| #503 | FRITZ ENTERPRISES, INC. LONG-TERM DISABILITY INSURANCE PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE | $21K | 67 | 2025 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF MICHIGAN · 2025477
- #502 · Fully insured · EYEMED VISION CARE · 2025362
- #503 · Fully insured · UNITED OF OMAHA LIFE INSURANCE · 202567
Retirement plans
Health & Benefits plans