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
ESOP
401k
Mixed - SLAICO
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GOLD MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $15.3M | 157 | 2024 | |
| 001 | GOLD MECHANICAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $7.2M | 268 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GOLD MECHANICAL INC HEALTH AND WELFARE BENEFIT PLA | Mixed | SLAICO | $571K | 149 | 2025 |