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Sponsor portfolio

ACORNS GROW, INC.

EIN 45-4766397-Latest filing 2025
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$4.6M premiums
Participants
856
5300 CALIFORNIA AVENUE - IRVINE, CA 92617855-739-2859
Plans on this EIN
2 filings
#001401k-$28.9M - 542 part#501Fully Insured-$4.6M - 557 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 557 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Prescription drug$4.4M
  • Dental$4.0M
  • Life$80K
  • Vision$70K
  • Other$39K
  • +2 more
Total $4.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • ANTHEM LIFE INSURANCE COMPANY88%
  • KAISER FOUNDATION HEALTH PLAN INC8%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • VISION SERVICE PLAN1%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
Total $4.6M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $202K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ACORNS GROW 401(K) PLAN

401k

Assets$28.9M
Participants542
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACORNS GROW, INC. HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$4.6M
Covered lives557
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACORNS GROW 401(K) PLAN401k$28.9M5422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACORNS GROW, INC. HEALTH AND WELFARE PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$4.6M5572025
Retirement plans
Welfare plans
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