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Sponsor portfolio

LITTLE GENERAL STORE, INC.

EIN 55-0548701-oil & energy-Latest filing 2024
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$54K premiums
Participants
2,481
17 YELLOW WOOD WAY - BECKLEY, WV 25801304-253-9592lgstores.comLinkedIn1001-5000 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$8.2M - 2,323 part#503Mixed-$54K - 158 lives

Benefits portfolio analytics

1 plan / $54K premiums / 158 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • TRANSAMERICA LIFE INSURANCE COMPANY100%
  • NATIONWIDE LIFE INSURANCE COMPANY0%
  • AMERITAS LIFE INSURANCE CORP.0%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $54K4 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • HUB INTERNATIONAL MIDWEST LIMITED50%
  • MARY DAUGHERTY40%
  • DAVID C POTTER5%
  • DAVID W OTTINGER3%
  • DAVID RUSSELL1%
  • +2 more
Total $14K7 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

LITTLE GENERAL STORE, INC. 401(K) PLAN

401k

Assets$8.2M
Participants2,323
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LITTLE GENERAL STORES

Mixed - TRANSAMERICA LIFE INSURANCE COMPANY

Premiums$54K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LITTLE GENERAL STORE, INC. 401(K) PLAN401k$8.2M2,3232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LITTLE GENERAL STORESMixedTRANSAMERICA LIFE INSURANCE COMPANY$54K1582024
Retirement plans
Welfare plans
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