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  2. Kreg Enterprises, Inc., Dba Kreg Tool Company
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Kreg Enterprises, Inc., Dba Kreg Tool Company

EIN 42-1367720-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$28.9M assets
Health & Benefits
1
$153K premiums
Participants
597
7500 SE CONVENIENCE BLVD - ANKENY, IA 50021515-597-6455
Plans on this EIN
3 filings
#002401(k)-$17.8M - 213 part#003ESOP-$11.1M - 219 part#501Mixed-$153K - 174 lives

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

Retirement portfolio analytics

2 plans aggregated / $28.9M assets / 432 participants

Assets by plan

Share of aggregate retirement assets

  • TOOL COMPANY 401(K) (#002)$17.8M
  • EMPLOYEE STOCK OWNERSHIP (#003)$11.1M
Total $28.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)219
  • TOOL COMPANY 401(K) (#002)213
Total 432Select a row to open it

Benefits portfolio analytics

1 plan / $153K premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$128K
  • Life$123K
  • Short-term disability$123K
  • Long-term disability$123K
  • Vision$25K
Total $153K5 rows
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Plan summaries

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

Retirement#002

KREG ENTERPRISES, INC., DBA KREG TOOL COMPANY 401(K) PLAN

401(k)

Assets$17.8M
Participants213
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

KREG ENTERPRISES, INC. DBA KREG TOOL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.1M
Participants219
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

KREG ENTERPRISES, INC. DBA KREG TOOL COMPANY HEALTH AND WELFARE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$153K
Covered lives174
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002KREG ENTERPRISES, INC., DBA KREG TOOL COMPANY 401(K) PLAN401(k)$17.8M2132025
#003KREG ENTERPRISES, INC. DBA KREG TOOL COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$11.1M2192025
  • KREG ENTERPRISES, INC., DBA KREG TOOL COMPANY 401(K) PLAN$17.8M
    #002 · 401(k) · 2025213
  • KREG ENTERPRISES, INC. DBA KREG TOOL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN$11.1M
    #003 · ESOP · 2025219

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501KREG ENTERPRISES, INC. DBA KREG TOOL COMPANY HEALTH AND WELFARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$153K1742025
  • KREG ENTERPRISES, INC. DBA KREG TOOL COMPANY HEALTH AND WELFARE PLAN$153K
    #501 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025174
Retirement plans
Health & Benefits plans

On this page

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