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  2. ADVANCED AUTO TRENDS, INC.
Sponsor portfolio

ADVANCED AUTO TRENDS, INC.

EIN 38-2300598-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$979K premiums
Participants
314
2230 METAMORA ROAD - OXFORD, MI 48371248-628-6111
Plans on this EIN
2 filings
#002401k-$6.5M - 200 part#501Fully Insured-$979K - 168 lives

Benefits portfolio analytics

1 plan / $979K premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$842K
  • Prescription drug$842K
  • Dental$137K
  • Vision$137K
  • Life$137K
  • Short-term disability$137K
  • +2 more
Total $979K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • PRIORITY HEALTH86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Total $979K2 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • TRAVIS PORTA58%
  • HUB INTERNATIONAL MIDWEST LIMITED42%
Total $55K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ADVANCED AUTO TRENDS EMPLOYEE SAVINGS AND RETIREMENT PLAN

401k

Assets$6.5M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADVANCED AUTO TRENDS INC

Fully Insured - PRIORITY HEALTH

Premiums$979K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ADVANCED AUTO TRENDS EMPLOYEE SAVINGS AND RETIREMENT PLAN401k$6.5M2002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADVANCED AUTO TRENDS INCFully InsuredPRIORITY HEALTH$979K1682025
Retirement plans
Welfare plans
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