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Sponsor portfolio

KENDRA SCOTT, LLC

EIN 47-4456300-luxury goods & jewelry-Latest filing 2025
Plans
2
Retirement
1
$36.3M assets
Welfare
1
$735K premiums
Participants
3,536
3800 NORTH LAMAR BLVD., SUITE 400 - AUSTIN, TX 78756512-217-2225kendrascott.comLinkedIn1001-5000 employeesluxury goods & jewelry
Plans on this EIN
2 filings
#001401k-$36.3M - 2,559 part#501Mixed-$735K - 1,302 lives

Benefits portfolio analytics

1 plan / $735K premiums / 1,302 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$322K
  • Other$240K
  • Life$101K
  • Vision$88K
  • Long-term disability$86K
Total $735K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • METROPOLITAN LIFE INSURANCE COMPANY44%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
  • AETNA LIFE INSURANCE COMPANY19%
  • VISION SERVICE PLAN12%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $735K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $122K1 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

KENDRA SCOTT 401(K) PLAN

401k

Assets$36.3M
Participants2,559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KENDRA SCOTT, LLC EMPLOYEE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$735K
Covered lives1,302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KENDRA SCOTT 401(K) PLAN401k$36.3M2,5592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KENDRA SCOTT, LLC EMPLOYEE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$735K1,3022025
Retirement plans
Welfare plans
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