PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Specialized Retail Stores LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Specialized Retail Stores LLC

EIN 46-1425563-Latest filing 2025
Plans
2
Retirement
1
$11.1M assets
Health & Benefits
1
$547K premiums
Participants
1,304
15130 CONCORD CIR - MORGAN HILL, CA 95037408-779-6229
Plans on this EIN
2 filings
#001401(k)-$11.1M - 928 part#501Mixed-$547K - 375 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $547K premiums / 375 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$325K
  • Life$259K
  • Short-term disability$259K
  • Long-term disability$259K
  • Dental$222K
  • Vision$222K
Total $547K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SPECIALIZED RETAIL STORES 401(K) PLAN

401(k)

Assets$11.1M
Participants928
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SPECIALIZED RETAIL STORES LLC. HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$547K
Covered lives375
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SPECIALIZED RETAIL STORES 401(K) PLAN401(k)$11.1M9282024
  • SPECIALIZED RETAIL STORES 401(K) PLAN$11.1M
    #001 · 401(k) · 2024928

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SPECIALIZED RETAIL STORES LLC. HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$547K3752025
  • SPECIALIZED RETAIL STORES LLC. HEALTH AND WELFARE PLAN$547K
    #501 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025375
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica