Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$21.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $61.0M assets / 486 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.9M premiums / 390 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Mixed - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SOLUTION DESIGN GROUP 401(K) PROFIT SHARING PLAN | 401(k) | $40.0M | 255 | 2025 |
| #002 | SOLUTION DESIGN GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $21.0M | 231 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SOLUTION DESIGN GROUP, INC. HEALTH BENEFITS PLAN | Mixed | BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS | $2.9M | 390 | 2025 |