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Sponsor portfolio

SOLTESZ, INC.

EIN 52-1173948-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$24.9M assets
Welfare
1
$349K premiums
Participants
247
2 RESEARCH PLACE, SUITE 100 - ROCKVILLE, MD 20850301-948-2750solteszco.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$24.9M - 166 part#501Fully Insured-$349K - 127 lives

Benefits portfolio analytics

1 plan / $349K premiums / 127 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$261K
  • Health$254K
  • Dental$254K
  • Prescription drug$254K
  • Stop-loss$254K
  • Life$88K
  • +3 more
Total $349K9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA73%
  • PRINCIPAL LIFE INSURANCE COMPANY25%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
Total $349K3 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • THE LOOMIS COMPANY68%
  • CBIZ BENEFITS & INSURANCE SERVICES27%
  • JUST IN TIME EDUCATION & TECH5%
Total $96K3 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

SOLTESZ, INC. PROFIT SHARING PLAN

401k

Assets$24.9M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOLTESZ, INC. FLEXIBLE COMPENSATION PROGRAM

Fully Insured - THE LOOMIS COMPANY

Premiums$349K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOLTESZ, INC. PROFIT SHARING PLAN401k$24.9M1662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOLTESZ, INC. FLEXIBLE COMPENSATION PROGRAMFully InsuredTHE LOOMIS COMPANY$349K1272025
Retirement plans
Welfare plans
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