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Sponsor portfolio

SNIDER, INC.

EIN 56-1649710-Wholesale Trade-Latest filing 2025
Plans
5
Retirement
4
$20.7M assets
Welfare
1
$407K premiums
Participants
126
3600-C WESTINGHOUSE BLVD - CHARLOTTE, NC 28273704-588-0915LinkedIn1-10 employees
Plans on this EIN
5 filings
#002ESOP-$18.2M - 25 part#003CashBalance-$1.3M - 21 part#001401k-$852K - 30 part#004ProfitSharing-$409K - 21 part#525Mixed-$407K - 29 lives

Retirement portfolio analytics

4 plans aggregated / $20.7M assets / 97 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PLAN AND TRUST (#002)88%
  • PLAN AND TRUST (#003)6%
  • SNIDER, INC. 401(K) (#001)4%
  • PLAN AND TRUST (#004)2%
Total $20.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SNIDER, INC. 401(K) (#001)30
  • PLAN AND TRUST (#002)25
  • PLAN AND TRUST (#003)21
  • PLAN AND TRUST (#004)21
Total 97Click row to drill in

Benefits portfolio analytics

1 plan / $407K premiums / 29 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$360K
  • Dental$23K
  • Other$7K
  • Long-term disability$7K
  • Short-term disability$6K
  • Vision$4K
  • +1 more
Total $407K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
Total $407K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MAIN STREET FINANCIAL GROUP100%
Total $19K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SNIDER INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$18.2M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SNIDER, INC. CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$1.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SNIDER, INC. 401(K) PLAN

401k

Assets$852K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SNIDER, INC. PROFIT-SHARING PLAN AND TRUST

ProfitSharing

Assets$409K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525

SNIDER, INC. WELFARE BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$407K
Covered lives29
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002SNIDER INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$18.2M252024
003SNIDER, INC. CASH BALANCE PENSION PLAN AND TRUSTCashBalance$1.3M212024
001SNIDER, INC. 401(K) PLAN401k$852K302025
004SNIDER, INC. PROFIT-SHARING PLAN AND TRUSTProfitSharing$409K212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
525SNIDER, INC. WELFARE BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$407K292025
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