PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. J.H. Findorff & Son Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

J.H. Findorff & Son Inc.

EIN 39-0753746-Construction-Latest filing 2025
Plans
3
Retirement
2
$143.5M assets
Health & Benefits
1
$1.5M premiums
Participants
938
300 S BEDFORD ST - MADISON, WI 537033622608-729-2115
Plans on this EIN
3 filings
#001401(k)-$97.4M - 377 part#002ESOP-$46.1M - 330 part#501Mixed-$1.5M - 284 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $143.5M assets / 707 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE RETIREMENT PLAN (#001)$97.4M
  • EMPLOYEE STOCK OWNERSHIP (#002)$46.1M
Total $143.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE RETIREMENT PLAN (#001)377
  • EMPLOYEE STOCK OWNERSHIP (#002)330
Total 707Select a row to open it

Benefits portfolio analytics

1 plan / $1.5M premiums / 284 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$719K
  • Health$592K
  • Prescription drug$239K
  • Life$194K
  • Short-term disability$194K
  • Long-term disability$194K
  • +2 more
Total $1.5M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

J.H. FINDORFF & SON INC. EMPLOYEE RETIREMENT PLAN

401(k)

Assets$97.4M
Participants377
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

FINDORFF EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$46.1M
Participants330
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

J.H. FINDORFF & SON INC. EMPLOYEE BENEFITS PLAN

Mixed - EVEREST RE

Premiums$1.5M
Covered lives284
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001J.H. FINDORFF & SON INC. EMPLOYEE RETIREMENT PLAN401(k)$97.4M3772025
#002FINDORFF EMPLOYEE STOCK OWNERSHIP PLANESOP$46.1M3302025
  • J.H. FINDORFF & SON INC. EMPLOYEE RETIREMENT PLAN$97.4M
    #001 · 401(k) · 2025377
  • FINDORFF EMPLOYEE STOCK OWNERSHIP PLAN$46.1M
    #002 · ESOP · 2025330

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501J.H. FINDORFF & SON INC. EMPLOYEE BENEFITS PLANMixedEVEREST RE$1.5M2842025
  • J.H. FINDORFF & SON INC. EMPLOYEE BENEFITS PLAN$1.5M
    #501 · Mixed · EVEREST RE · 2025284
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica