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Sponsor portfolio

THOMPSON-GORDON-SHOOK ENGINEERS, INCORPORATED

EIN 56-1214816-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$16.7M assets
Welfare
1
$239K premiums
Participants
226
201 W. MARION STREET, SUITE 200 - SHELBY, NC 28150704-476-0003LinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#002401k-$9.6M - 82 part#001401k-$7.2M - 34 part#501Fully Insured-$239K - 110 lives

Retirement portfolio analytics

2 plans aggregated / $16.7M assets / 116 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • - DIVISION 2 (#002)57%
  • PLAN- DIVISION 1 (#001)43%
Total $16.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • - DIVISION 2 (#002)82
  • PLAN- DIVISION 1 (#001)34
Total 116Click row to drill in

Benefits portfolio analytics

1 plan / $239K premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$221K
  • Life$221K
  • Short-term disability$221K
  • Long-term disability$221K
  • Other$221K
  • Vision$18K
Total $239K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA92%
  • COMMUNITY EYE CARE8%
  • BLUE CROSS OF CALIFORNIA0%
Total $239K3 slices

Broker market share

Schedule A broker compensation

Split broker
0%top
  • CP GREENSBORO, INC.0%
  • ENROLLEASE0%
  • ORRIN A. SPRAGUE AGENCY, INC.0%
Total $03 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

THOMPSON-GORDON SHOOK ENGINEERS, INCORPORATED PSP - DIVISION 2

401k

Assets$9.6M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THOMPSON-GORDON-SHOOK ENGINEERS, INCORPORATED PROFIT SHARING PLAN- DIVISION 1

401k

Assets$7.2M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THOMPSON-GORDON-SHOOK ENGINEERS, INCORPORATED HEALTH & WELFARE PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$239K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THOMPSON-GORDON SHOOK ENGINEERS, INCORPORATED PSP - DIVISION 2401k$9.6M822025
001THOMPSON-GORDON-SHOOK ENGINEERS, INCORPORATED PROFIT SHARING PLAN- DIVISION 1401k$7.2M342025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THOMPSON-GORDON-SHOOK ENGINEERS, INCORPORATED HEALTH & WELFARE PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$239K1102025
Retirement plans
Welfare plans
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