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Sponsor portfolio

TWIDDY & COMPANY OF DUCK, INC.

EIN 56-1446373-real estate-Latest filing 2025
Plans
4
Retirement
2
$16.4M assets
Welfare
2
$97K premiums
Participants
471
P.O. BOX 369 - COROLLA, NC 27927252-457-1170LinkedIn51-200 employeesreal estate
Plans on this EIN
4 filings
#001401k-$13.8M - 97 part#002401k-$2.7M - 97 part#502Fully Insured-$97K - 150 lives#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $16.4M assets / 194 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • FOR ADMINISTRATIVE EMPLOYEES (#001)84%
  • FOR OPERATIONS EMPLOYEES (#002)16%
Total $16.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR ADMINISTRATIVE EMPLOYEES (#001)97
  • FOR OPERATIONS EMPLOYEES (#002)97
Total 194Click row to drill in

Benefits portfolio analytics

2 plans / $97K premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$97K
  • Vision$97K
  • Life$97K
  • Other$97K
Total $97K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $97K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TWIDDY & COMPANY OF DUCK, INC. 401(K) PLAN FOR ADMINISTRATIVE EMPLOYEES

401k

Assets$13.8M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TWIDDY & COMPANY OF DUCK, INC. 401(K) PLAN FOR OPERATIONS EMPLOYEES

401k

Assets$2.7M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TWIDDY & COMPANY OF DUCK, INC HEALTH & WELFARE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$97K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TWIDDY & COMPANY OF DUCK, INC HEALTH & WELFARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TWIDDY & COMPANY OF DUCK, INC. 401(K) PLAN FOR ADMINISTRATIVE EMPLOYEES401k$13.8M972025
002TWIDDY & COMPANY OF DUCK, INC. 401(K) PLAN FOR OPERATIONS EMPLOYEES401k$2.7M972025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TWIDDY & COMPANY OF DUCK, INC HEALTH & WELFARE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$97K1502025
501TWIDDY & COMPANY OF DUCK, INC HEALTH & WELFARE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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