PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Stubbe & Associates, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Stubbe & Associates, Inc.

EIN 41-1546926-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$15.7M assets
Health & Benefits
1
$81K premiums
Participants
372
14525 HIGHWAY 7, #365 - MINNETONKA, MN 553453737612-470-4908
Plans on this EIN
3 filings
#001401(k)-$14.0M - 110 part#002ESOP-$1.7M - 176 part#501Fully insured-$81K - 189 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $15.7M assets / 286 participants

Assets by plan

Share of aggregate retirement assets

  • ASSOCIATES, INC. 401(K) (#001)$14.0M
  • EMPLOYEE STOCK OWNERSHIP (#002)$1.7M
Total $15.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)176
  • ASSOCIATES, INC. 401(K) (#001)110
Total 286Select a row to open it

Benefits portfolio analytics

1 plan / $81K premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$38K
  • Short-term disability$38K
  • Life$6K
  • Other$6K
Total $81K4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

STUBBE & ASSOCIATES, INC. 401(K) PLAN

401(k)

Assets$14.0M
Participants110
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

STUBBE & ASSOCIATES, INC. 2011 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.7M
Participants176
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

STUBBE & ASSOCIATES, INC.

Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$81K
Covered lives189
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STUBBE & ASSOCIATES, INC. 401(K) PLAN401(k)$14.0M1102025
#002STUBBE & ASSOCIATES, INC. 2011 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLANESOP$1.7M1762025
  • STUBBE & ASSOCIATES, INC. 401(K) PLAN$14.0M
    #001 · 401(k) · 2025110
  • STUBBE & ASSOCIATES, INC. 2011 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN$1.7M
    #002 · ESOP · 2025176

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501STUBBE & ASSOCIATES, INC.Fully insuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$81K1892024
  • STUBBE & ASSOCIATES, INC.$81K
    #501 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2024189
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica