Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
GOLDEN SVCS, LLC
EIN 46-0864606security and investigationsLatest filing 2025
Plans
3
Retirement
2
$38.4M assets
Welfare
1
$3.4M premiums
Participants
1,144
1936 OAK RIDGE TURNPIKE - OAK RIDGE, TN 37830865-294-5659goldsvcs.comLinkedIn201-500 employeessecurity and investigations
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $38.4M assets / 1,031 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
58%top
- (Not disclosed)58%
- CHARLES SCHWAB & CO., INC.42%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.4M premiums / 189 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Prescription drug$3.1M
- Life$380K
- Long-term disability$380K
- Other$380K
- Dental$283K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- UNITEDHEALTHCARE INSURANCE COMPANY89%
- SUN LIFE ASSURANCE COMPANY OF CANADA8%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Broker market share
Schedule A broker compensation
75%top
- THE BALDWIN GROUP WEST LLC75%
- GALLAGHER BENEFIT SERVICES, INC.24%
- BALDWIN KRYSTYN SHERMAN PARTNERS2%
- WILLIS TOWERS WATSON US LLC-1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
GOLDEN SVCS PENSION PLAN
TraditionalDB
Assets$22.4M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GOLDEN SVCS, LLC 401(K) PLAN & TRUST
401k
Assets$16.0M
Participants877
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GOLDEN SVCS, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.4M
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | GOLDEN SVCS PENSION PLAN | TraditionalDB | $22.4M | 154 | 2024 | |
| 001 | GOLDEN SVCS, LLC 401(K) PLAN & TRUST | 401k | $16.0M | 877 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GOLDEN SVCS, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.4M | 189 | 2025 |
Retirement plans
Welfare plans