Assets by plan
Share of aggregate retirement assets
Filings through .
King George
EIN 45-2208512facilities servicesLatest filing 2025
Plans
4
Retirement
2
$17.1M assets
Health & Benefits
2
$3.9M premiums
Participants
1,342
1228 SOUTH ADAMS STREET - FORT WORTH, TX 76104817-231-0213kinggeorge.usLinkedIn1001-5000 employeesfacilities services
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $17.1M assets / 978 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $3.9M premiums / 726 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Dental$3.2M
- Vision$3.1M
- Other$663K
- Short-term disability$295K
- Long-term disability$295K
- +1 more
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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#001
KING GEORGE 401(K) PLAN
401(k)
Assets$17.1M
Participants972
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KING GEORGE 401(K) PROFIT SHARING PLAN
401(k)
Assets$31K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
KING & GEORGE, LLC DBA KING GEORGE WRAP PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.9M
Covered lives726
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
KING & GEORGE, LLC. HEALTH & WELFARE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KING GEORGE 401(K) PLAN | 401(k) | $17.1M | 972 | 2025 |
| #002 | KING GEORGE 401(K) PROFIT SHARING PLAN | 401(k) | $31K | 6 | 2025 |
- KING GEORGE 401(K) PLAN$17.1M#001 · 401(k) · 2025972
- #002 · 401(k) · 20256
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | KING & GEORGE, LLC DBA KING GEORGE WRAP PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.9M | 726 | 2025 |
| #505 | KING & GEORGE, LLC. HEALTH & WELFARE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #503 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025726
- #505 · Self-funded · 20250
Retirement plans
Health & Benefits plans