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Sponsor portfolio

PRECISION FRANCHISING, INC.

EIN 56-1239384-accounting-Latest filing 2025
Plans
3
Retirement
2
$9.2M assets
Welfare
1
$384K premiums
Participants
619
106 WOODWINDS INDUSTRIAL CT - CARY, NC 27511919-469-2450precisionframing.comLinkedIn1-10 employeesaccounting
Plans on this EIN
3 filings
#001401k-$4.6M - 199 part#003401k-$4.6M - 199 part#502Fully Insured-$384K - 221 lives

Retirement portfolio analytics

2 plans aggregated / $9.2M assets / 398 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • FRANCHISING, INC 401(K) (#001)50%
  • FRANCHISING, INC 401(K) (#003)50%
Total $9.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FRANCHISING, INC 401(K) (#001)199
  • FRANCHISING, INC 401(K) (#003)199
Total 398Click row to drill in

Benefits portfolio analytics

1 plan / $384K premiums / 221 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$370K
  • Health$362K
  • Prescription drug$362K
  • Life$13K
  • Other$10K
  • Long-term disability$3K
Total $384K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • USABLE LIFE3%
  • COMMUNITY EYE CARE2%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • +1 more
Total $384K6 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • WILLIAM SALMON89%
  • INTERACTIVE MEDICAL SYSTEMS8%
  • MARSH & MCLENNAN AGENCY LLC3%
  • MOSAIC GROUP SERVICES1%
  • SWIDPRO LLC0%
Total $76K5 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

PRECISION FRANCHISING, INC 401(K) PLAN

401k

Assets$4.6M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PRECISION FRANCHISING, INC 401(K) PLAN

401k

Assets$4.6M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PRECISION FRANCHISING, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$384K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PRECISION FRANCHISING, INC 401(K) PLAN401k$4.6M1992025
003PRECISION FRANCHISING, INC 401(K) PLAN401k$4.6M1992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PRECISION FRANCHISING, INC. WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$384K2212025
Retirement plans
Welfare plans
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