Assets by plan
Share of aggregate retirement assets
- & SON 401(K) (#001)$17.8M
Filings through .
CW Suter & Son, Inc.
EIN 47-0528839ConstructionLatest filing 2025
Plans
3
Retirement
2
$33.1M assets
Health & Benefits
1
$1.8M premiums
Participants
644
1800 11TH STREET - SIOUX CITY, IA 51101712-244-5223
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $33.1M assets / 477 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- SECURITY NATIONAL BANK$17.8M
- (Not disclosed)$15.3M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 314 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Life$104K
- Short-term disability$104K
- Long-term disability$104K
- Other$104K
- Dental$101K
- +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
CW SUTER & SON 401(K) PLAN
401(k)
Assets$17.8M
Participants219
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
C.W. SUTER & SON, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$15.3M
Participants258
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CW SUTER & SON, INC.
Fully insured - WELLMARK INC.
Premiums$1.8M
Covered lives314
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CW SUTER & SON 401(K) PLAN | 401(k) | $17.8M | 219 | 2025 |
| #002 | C.W. SUTER & SON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $15.3M | 258 | 2025 |
- #001 · 401(k) · 2025219
- #002 · ESOP · 2025258
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CW SUTER & SON, INC. | Fully insured | WELLMARK INC. | $1.8M | 314 | 2025 |
- CW SUTER & SON, INC.$1.8M#501 · Fully insured · WELLMARK INC. · 2025314
Retirement plans
Health & Benefits plans