Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KINZLER CONSTRUCTION SERVICES, INC. 401(K) PLAN | 401k | $10.6M | 354 | 2024 | |
| 002 | KINZLER EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT | ESOP | $7.9M | 394 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | KINZLER CONSTRUCTION SERVICES, INC. EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $747K | 602 | 2025 |