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Sponsor portfolio

TAX MANAGEMENT ASSOCIATES, INC.

EIN 56-1507131-management consulting-Latest filing 2025
Plans
3
Retirement
2
$9.1M assets
Welfare
1
$1.3M premiums
Participants
243
5121 PARKWAY PLAZA BLVD - CHARLOTTE, NC 28217704-814-7605tma1.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
3 filings
#002401k-$9.1M - 138 part#003ESOP-$12K - 0 part#506Fully Insured-$1.3M - 190 lives

Retirement portfolio analytics

2 plans aggregated / $9.1M assets / 138 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • & PS PLAN (#002)100%
  • EMPLOYEE STOCK OWNERSHIP (#003)0%
Total $9.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • ASCENSUS LLC100%
  • (Not disclosed)0%
Total $9.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & PS PLAN (#002)138
Total 138Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$76K
  • Life$53K
  • Other$39K
  • Long-term disability$26K
  • Vision$15K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • VISION SERVICE PLAN1%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
  • +1 more
Total $1.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • MCGRIFF INSURANCE SERVICES INC77%
  • MARSH & MCLENNAN AGENCY LLC18%
  • WATCHTOWER BENEFITS, LLC4%
  • ANDY C. HESTER0%
  • ERIC A RITTER0%
  • +3 more
Total $47K8 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

TAX MANAGEMENT ASSOC. INC. 401(K) & PS PLAN

401k

Assets$9.1M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TAX MANAGEMENT ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

TAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TAX MANAGEMENT ASSOC. INC. 401(K) & PS PLAN401k$9.1M1382025
003TAX MANAGEMENT ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLANESOP$12K02025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506TAX MANAGEMENT ASSOCIATES, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.3M1902025
Retirement plans
Welfare plans
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