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Sponsor portfolio

P&S INVESTMENT COMPANY, INC.

EIN 39-1372431-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$12.3M assets
Welfare
1
$248K premiums
Participants
630
2100 RIVERSIDE DR., SUITE 202 - GREEN BAY, WI 54301920-431-3500LinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#002401k-$12.3M - 390 part#512Mixed-$248K - 237 lives

Benefits portfolio analytics

1 plan / $248K premiums / 237 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$248K
  • Short-term disability$248K
  • Long-term disability$248K
  • Other$248K
Total $248K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $248K1 slice

Broker market share

Schedule A broker compensation

Split broker
57%top
  • ACRISURE LLC57%
  • NATIONAL ENROLLMENT PARTNERS LLC43%
Total $53K2 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

P & S AND RELATED ENTITIES 401(K) PLAN

401k

Assets$12.3M
Participants390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

P&S INVESTMENT COMPANY, INC. WRAP BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$248K
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002P & S AND RELATED ENTITIES 401(K) PLAN401k$12.3M3902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512P&S INVESTMENT COMPANY, INC. WRAP BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$248K2372025
Retirement plans
Welfare plans
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