Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EXPERITEC, INC.
EIN 43-1043152industrial automationLatest filing 2025
Plans
3
Retirement
2
$104.5M assets
Welfare
1
$273K premiums
Participants
842
504 TRADE CENTER BLVD - CHESTERFIELD, MO 63005636-681-1589experitec.comLinkedIn201-500 employeesindustrial automation
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $104.5M assets / 586 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $273K premiums / 256 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$273K
- Vision$273K
- Life$273K
- Long-term disability$273K
- Other$273K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
97%top
- LOCKTON COMPANIES, LLC97%
- ASSUREDPARTNERS3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
EXPERITEC, INC. 401(K) PLAN
401k
Assets$69.9M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EXPERITEC, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$34.6M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EXPERITEC INC. WELFARE BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$273K
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | EXPERITEC, INC. 401(K) PLAN | 401k | $69.9M | 355 | 2025 | |
| 001 | EXPERITEC, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $34.6M | 231 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EXPERITEC INC. WELFARE BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $273K | 256 | 2025 |
Retirement plans
Welfare plans