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Sponsor portfolio

SCHLOSSMANN AUTOMOTIVE GROUP, INC

EIN 39-1501205-investment management-Latest filing 2025
Plans
2
Retirement
1
$30.1M assets
Welfare
1
$2.2M premiums
Participants
441
3450 SOUTH 108TH STREET - GREENFIELD, WI 53227414-328-3500LinkedIn501-1000 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$30.1M - 327 part#501Fully Insured-$2.2M - 114 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 114 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED HEALTHCARE INSURANCE COMPANY100%
Total $2.2M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ROBERT E GINDLIN100%
Total $23K1 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

SCHLOSSMANN AUTOMOTIVE GROUP, INC. 401(K) PLAN

401k

Assets$30.1M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHLOSSMANN AUTOMOTIVE GROUP, INC. EMPLOYEE BENEFIT HEALTH PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$2.2M
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCHLOSSMANN AUTOMOTIVE GROUP, INC. 401(K) PLAN401k$30.1M3272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHLOSSMANN AUTOMOTIVE GROUP, INC. EMPLOYEE BENEFIT HEALTH PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$2.2M1142025
Retirement plans
Welfare plans
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