Filings through Oct 24, 2026.

Worth Higgins & Associates, Inc.

EIN 54-0880197printingLatest filing 2025

Plans

Retirement

$24.4M assets

Health & Benefits

$200K premiums

Participants

578

8770 PARK CENTRAL DR - RICHMOND, VA 23227804-264-2304worthhiggins.comLinkedIn51-200 employeesprinting

Plans on this EIN

3 filings

#001401(k)-$18.8M - 195 part #002ESOP-$5.6M - 221 part #501Mixed-$200K - 177 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $24.4M assets / 416 participants

Assets by plan

Share of aggregate retirement assets

401(K) AND TRUST (#001)$18.8M
EMPLOYEE STOCK OWNERSHIP (#002)$5.6M

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $200K premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$132K
Life$109K
Short-term disability$109K
Long-term disability$109K
Dental$68K
Vision$3K

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Top carriers and their premium share
Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WHA PLAN FOR LIVING 401(K) AND TRUST

401(k)

Assets$18.8M

Participants195

On the plan page

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan

Retirement#002