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  2. AYERS SAINT GROSS, INC.
Sponsor portfolioTH

AYERS SAINT GROSS, INC.

EIN 52-0899570-architecture & planning-Latest filing 2025
Plans
3
Retirement
2
$83.8M assets
Welfare
1
$830K premiums
Participants
698
1040 HULL STREET, SUITE 100 - BALTIMORE, MD 21230410-347-8500ayerssaintgross.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filings
#002ESOP-$41.9M - 260 part#001401k-$41.8M - 260 part#501Mixed-$830K - 175 lives

Retirement portfolio analytics

2 plans aggregated / $83.8M assets / 520 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • EMPLOYEE STOCK OWNERSHIP (#002)50%
  • PROFIT SHARING PLAN (#001)50%
Total $83.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
50%top
  • (Not disclosed)50%
  • T ROWE PRICE RPS INC50%
Total $83.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)260
  • PROFIT SHARING PLAN (#001)260
Total 520Click row to drill in

Benefits portfolio analytics

1 plan / $830K premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$812K
  • Stop-loss$528K
  • Dental$261K
  • Life$261K
  • Short-term disability$261K
  • Long-term disability$261K
  • +1 more
Total $830K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY64%
  • PRINCIPAL LIFE INSURANCE COMPANY31%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN2%
Total $830K4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • SUMMIT FINANCIAL GROUP INC.100%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $28K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AYERS/SAINT/GROSS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$41.9M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AYERS/SAINT/GROSS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$41.8M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AYERS SAINT GROSS, INC. EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$830K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AYERS/SAINT/GROSS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLANESOP$41.9M2602024
001AYERS/SAINT/GROSS, INC. 401(K) PROFIT SHARING PLAN401k$41.8M2602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AYERS SAINT GROSS, INC. EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$830K1752025
Retirement plans
Welfare plans
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