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Sponsor portfolio

THE LESTER GROUP, INC.

EIN 54-0281310-building materials-Latest filing 2025
Plans
3
Retirement
2
$9.2M assets
Welfare
1
$221K premiums
Participants
591
14 LIBERTY STREET - MARTINSVILLE, VA 241154991276-632-2195lestergroup.comLinkedIn51-200 employeesbuilding materials
Plans on this EIN
3 filings
#002401k-$6.0M - 233 part#001ESOP-$3.1M - 171 part#501Mixed-$221K - 322 lives

Retirement portfolio analytics

2 plans aggregated / $9.2M assets / 404 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • LESTER GROUP 401(K) (#002)66%
  • EMPLOYEE STOCK OWNERSHIP (#001)34%
Total $9.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
66%top
  • ADP BROKER-DEALER66%
  • (Not disclosed)34%
Total $9.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LESTER GROUP 401(K) (#002)233
  • EMPLOYEE STOCK OWNERSHIP (#001)171
Total 404Click row to drill in

Benefits portfolio analytics

1 plan / $221K premiums / 322 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$180K
  • Short-term disability$180K
  • Long-term disability$180K
  • Other$25K
  • Vision$16K
Total $221K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • STANDARD INSURANCE COMPANY82%
  • HCC LIFE INSURANCE COMPANY11%
  • EYEMED VISION CARE7%
Total $221K3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • JAMES A SCOTT & SON INC77%
  • ADP INC18%
  • C2 CENTRIC LLC3%
  • THREEFLOW2%
Total $48K4 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

THE LESTER GROUP 401(K) PLAN

401k

Assets$6.0M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE LESTER GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.1M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE LESTER GROUP, INC. GROUP WELFARE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$221K
Covered lives322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE LESTER GROUP 401(K) PLAN401k$6.0M2332024
001THE LESTER GROUP, INC EMPLOYEE STOCK OWNERSHIP PLANESOP$3.1M1712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE LESTER GROUP, INC. GROUP WELFARE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$221K3222025
Retirement plans
Welfare plans
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