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Sponsor portfolio

TWEET-GAROT MECHANICAL, INC.

EIN 39-1194275-construction-Latest filing 2025
Plans
3
Retirement
2
$18.1M assets
Welfare
1
$835K premiums
Participants
301
325 REID STREET - DE PERE, WI 54115920-498-7640tweetgarot.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
3 filings
#002401k-$18.0M - 147 part#003401k-$170K - 40 part#502Mixed-$835K - 112 lives

Retirement portfolio analytics

2 plans aggregated / $18.1M assets / 187 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • MECHANICAL, INC. 401(K) (#002)99%
  • SELECT UNION 401(K) (#003)1%
Total $18.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • ASSOCIATED TRUST COMPANY99%
  • (Not disclosed)1%
Total $18.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MECHANICAL, INC. 401(K) (#002)147
  • SELECT UNION 401(K) (#003)40
Total 187Click row to drill in

Benefits portfolio analytics

1 plan / $835K premiums / 112 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$796K
  • Other$28K
  • Life$18K
  • Short-term disability$18K
  • Long-term disability$18K
  • Vision$11K
Total $835K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • HCC LIFE INSURANCE COMPANY95%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • STANDARD INSURANCE COMPANY1%
  • AURORA HEALTHCARE0%
Total $835K5 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • AUXIANT54%
  • M3 INSURANCE SOLUTIONS INC46%
  • C2 CENTRIC LLC1%
Total $9K3 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

TWEET-GAROT MECHANICAL, INC. 401(K) PLAN

401k

Assets$18.0M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TWEET-GAROT MECHANICAL, INC. SELECT UNION 401(K) PLAN

401k

Assets$170K
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TWEET/GAROT MECHANICAL, INC. EMPLOYEE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$835K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TWEET-GAROT MECHANICAL, INC. 401(K) PLAN401k$18.0M1472024
003TWEET-GAROT MECHANICAL, INC. SELECT UNION 401(K) PLAN401k$170K402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TWEET/GAROT MECHANICAL, INC. EMPLOYEE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$835K1122025
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