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  2. TRI CITY GLASS & DOOR, INC.
Sponsor portfolio

TRI CITY GLASS & DOOR, INC.

EIN 39-1137605-glass, ceramics & concrete-Latest filing 2025
Plans
3
Retirement
2
$17.5M assets
Welfare
1
$99K premiums
Participants
417
2801 N ROEMER ROAD - APPLETON, WI 54915920-731-8176tricityglass-door.comLinkedIn51-200 employeesglass, ceramics & concrete
Plans on this EIN
3 filings
#001401k-$8.9M - 158 part#002ESOP-$8.6M - 130 part#502Fully Insured-$99K - 131 lives

Retirement portfolio analytics

2 plans aggregated / $17.5M assets / 288 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PROFIT SHARING PLAN (#001)51%
  • EMPLOYEE STOCK OWNERSHIP (#002)49%
Total $17.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)158
  • EMPLOYEE STOCK OWNERSHIP (#002)130
Total 288Click row to drill in

Benefits portfolio analytics

1 plan / $99K premiums / 131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$99K
  • Short-term disability$99K
  • Long-term disability$99K
Total $99K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $99K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FORSITE BENEFIT PARTNERS100%
Total $9K1 slice

Plan deep-dives

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

TRI CITY GLASS & DOOR, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$8.9M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRI CITY GLASS & DOOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.6M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TRI CITY GLASS & DOOR, INC. LIFE AND DISABILITY PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$99K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRI CITY GLASS & DOOR, INC. 401(K) PROFIT SHARING PLAN401k$8.9M1582025
002TRI CITY GLASS & DOOR, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$8.6M1302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TRI CITY GLASS & DOOR, INC. LIFE AND DISABILITY PLANFully InsuredSTANDARD INSURANCE COMPANY$99K1312025
Retirement plans
Welfare plans
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