PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KREG ENTERPRISES, INC.
Sponsor portfolioTH

KREG ENTERPRISES, INC.

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

Retirement portfolio analytics

2 plans aggregated / $28.9M assets / 432 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • TOOL COMPANY 401(K) (#002)62%
  • EMPLOYEE STOCK OWNERSHIP (#003)38%
Total $28.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)219
  • TOOL COMPANY 401(K) (#002)213
Total 432Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY81%
  • DELTA DENTAL OF CALIFORNIA17%
  • TELUS HEALTH (US) LTD.3%
  • TRAVELERS PROPERTY CASUALTY COMPANY OF AMERICA0%
Total $153K4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • HOLMES MURPHY & ASSOCIATES83%
  • BROWN & BROWN INSURANCE SERVICES9%
  • JAMES R NELLIGAN & ASSOCIATES LLC4%
  • HAYS COMPANIES, INC.4%
Total $22K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

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

401k

Assets$17.8M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

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

ESOP

Assets$11.1M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

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

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$153K
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KREG ENTERPRISES, INC., DBA KREG TOOL COMPANY 401(K) PLAN401k$17.8M2132025
003KREG ENTERPRISES, INC. DBA KREG TOOL COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$11.1M2192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KREG ENTERPRISES, INC. DBA KREG TOOL COMPANY HEALTH AND WELFARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$153K1742025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica