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Sponsor portfolio

CUSTOM FABRICATING & REPAIR, INC.

EIN 39-1557927-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$45.2M assets
Welfare
1
$471K premiums
Participants
1,210
1932 EAST 26TH STREET - MARSHFIELD, WI 54449715-387-6598gotocfr.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$45.2M - 566 part#501Mixed-$471K - 749 lives

Benefits portfolio analytics

1 plan / $471K premiums / 749 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$246K
  • Other$246K
  • Dental$194K
  • Life$31K
Total $471K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • ASSURITY LIFE INSURANCE COMPANY52%
  • DELTA DENTAL OF CALIFORNIA41%
  • ILLINOIS MUTUAL LIFE INSURANCE COMPANY7%
Total $471K3 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • DAHLKE INC40%
  • AVERGENT LLC25%
  • ADVANTAGE GROUP GA LLC19%
  • MARQUARDT INSURANCE GROUP INC8%
  • TYLER JOSEPH DAHLKE4%
  • +2 more
Total $75K7 slices

Plan deep-dives

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

CFR RETIREMENT SAVINGS PLAN

401k

Assets$45.2M
Participants566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CFR FRINGE BENEFIT PLAN

Mixed - ASSURITY LIFE INSURANCE COMPANY

Premiums$471K
Covered lives749
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CFR RETIREMENT SAVINGS PLAN401k$45.2M5662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CFR FRINGE BENEFIT PLANMixedASSURITY LIFE INSURANCE COMPANY$471K7492025
Retirement plans
Welfare plans
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