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  1. Companies/
  2. Cline Design Associates PA
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Cline Design Associates PA

EIN 56-1664790-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$17.6M assets
Health & Benefits
1
$157K premiums
Participants
398
125 N HARRINGTON STREET - RALEIGH, NC 27603919-833-6413
Plans on this EIN
3 filings
#001401(k)-$12.5M - 167 part#002ESOP-$5.1M - 134 part#510Mixed-$157K - 175 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $17.6M assets / 301 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$12.5M
  • EMPLOYEE STOCK OWNERSHIP (#002)$5.1M
Total $17.6MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • MORGAN STANLEY SMITH BARNEY$12.5M
  • (Not disclosed)$5.1M
Total $17.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)167
  • EMPLOYEE STOCK OWNERSHIP (#002)134
Total 301Select a row to open it

Benefits portfolio analytics

1 plan / $157K premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$182K
  • Dental$168K
  • Vision$168K
  • Life$168K
  • Short-term disability$168K
  • Long-term disability$168K
Total $182K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CLINE DESIGN ASSOCIATES PA 401K PROFIT SHARING PLAN AND TRUST

401(k)

Assets$12.5M
Participants167
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

CLINE DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.1M
Participants134
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

CLINE DESIGN ASSOCIATES' GROUP INSURANCE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$157K
Covered lives175
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CLINE DESIGN ASSOCIATES PA 401K PROFIT SHARING PLAN AND TRUST401(k)$12.5M1672025
#002CLINE DESIGN EMPLOYEE STOCK OWNERSHIP PLANESOP$5.1M1342025
  • CLINE DESIGN ASSOCIATES PA 401K PROFIT SHARING PLAN AND TRUST$12.5M
    #001 · 401(k) · 2025167
  • CLINE DESIGN EMPLOYEE STOCK OWNERSHIP PLAN$5.1M
    #002 · ESOP · 2025134

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510CLINE DESIGN ASSOCIATES' GROUP INSURANCE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$157K1752025
  • CLINE DESIGN ASSOCIATES' GROUP INSURANCE PLAN$157K
    #510 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2025175
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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