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Sponsor portfolioTH

E.C. STYBERG ENGINEERING COMPANY

EIN 39-0644639-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$33.9M assets
Welfare
1
$51K premiums
Participants
391
1600 GOOLD ST - RACINE, WI 53404262-631-1303
Plans on this EIN
3 filings
#003401k-$23.2M - 182 part#004ESOP-$10.7M - 57 part#501Mixed-$51K - 152 lives

Retirement portfolio analytics

2 plans aggregated / $33.9M assets / 239 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • ENGINEERING COMPANY 401(K) (#003)68%
  • EMPLOYEE STOCK OWNERSHIP (#004)32%
Total $33.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • NEWPORT GROUP, INC.68%
  • (Not disclosed)32%
Total $33.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENGINEERING COMPANY 401(K) (#003)182
  • EMPLOYEE STOCK OWNERSHIP (#004)57
Total 239Click row to drill in

Benefits portfolio analytics

1 plan / $51K premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$36K
  • Long-term disability$36K
  • Other$36K
  • Vision$15K
Total $51K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY71%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY29%
Total $51K2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • BROWN & BROWN INSURANCE SERVICES78%
  • WATCHTOWER TECHNOLOGIES INC22%
Total $2K2 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

E.C. STYBERG ENGINEERING COMPANY 401(K) PLAN

401k

Assets$23.2M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

E.C. STYBERG ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.7M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

E C STYBERG ENGINEERING COMPANY GROUP BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$51K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003E.C. STYBERG ENGINEERING COMPANY 401(K) PLAN401k$23.2M1822024
004E.C. STYBERG ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$10.7M572025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501E C STYBERG ENGINEERING COMPANY GROUP BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$51K1522025
Retirement plans
Welfare plans
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