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Sponsor portfolio

WYNDEN STARK LLC

EIN 46-4805589-Latest filing 2025
Plans
3
Retirement
2
$6.2M assets
Welfare
1
$1.4M premiums
Participants
1,548
316 W 12TH STREET, SUITE 210 - AUSTIN, TX 78701804-550-8406
Plans on this EIN
3 filings
#001401k-$5.7M - 537 part#002401k-$482K - 330 part#502Mixed-$1.4M - 681 lives

Retirement portfolio analytics

2 plans aggregated / $6.2M assets / 867 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • AND TRUST (INTERNAL) (#001)92%
  • AND TRUST (EXTERNAL) (#002)8%
Total $6.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND TRUST (INTERNAL) (#001)537
  • AND TRUST (EXTERNAL) (#002)330
Total 867Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 681 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$745K
  • Other$630K
  • Dental$596K
  • Vision$596K
  • Long-term disability$596K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • EVEREST REINSURANCE COMPANY54%
  • METROPOLITAN LIFE INSURANCE COMPANY46%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • J DONOVAN FINANCIAL77%
  • ARMFIELD HARRISON & THOMAS14%
  • FOUNDATION RISK PARTNERS CORP9%
  • LUCENT HEALTH SOLUTIONS0%
Total $130K4 slices

Plan deep-dives

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

WYNDEN STARK LLC 401(K) PROFIT SHARING PLAN AND TRUST (INTERNAL)

401k

Assets$5.7M
Participants537
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WYNDEN STARK LLC 401(K) PROFIT SHARING PLAN AND TRUST (EXTERNAL)

401k

Assets$482K
Participants330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WYNDEN STARK HEALTH AND WELFARE BENEFIT PLAN

Mixed - EVEREST REINSURANCE COMPANY

Premiums$1.4M
Covered lives681
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WYNDEN STARK LLC 401(K) PROFIT SHARING PLAN AND TRUST (INTERNAL)401k$5.7M5372024
002WYNDEN STARK LLC 401(K) PROFIT SHARING PLAN AND TRUST (EXTERNAL)401k$482K3302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WYNDEN STARK HEALTH AND WELFARE BENEFIT PLANMixedEVEREST REINSURANCE COMPANY$1.4M6812025
Retirement plans
Welfare plans
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