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Sponsor portfolio

CLINE DESIGN ASSOCIATES, P.A.

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

Retirement portfolio analytics

2 plans aggregated / $17.6M assets / 301 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PLAN AND TRUST (#001)71%
  • EMPLOYEE STOCK OWNERSHIP (#002)29%
Total $17.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
71%top
  • MORGAN STANLEY SMITH BARNEY71%
  • (Not disclosed)29%
Total $17.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)167
  • EMPLOYEE STOCK OWNERSHIP (#002)134
Total 301Click row to drill in

Benefits portfolio analytics

1 plan / $157K premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$157K
  • Dental$150K
  • Vision$150K
  • Life$150K
  • Short-term disability$150K
  • Long-term disability$150K
Total $157K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • PRINCIPAL LIFE INSURANCE COMPANY96%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
Total $157K2 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • OLIVIER VANDYK INSURANCE64%
  • THE CASON GROUP INC36%
Total $21K2 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

CLINE DESIGN ASSOCIATES PA 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$12.5M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CLINE DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.1M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

CLINE DESIGN ASSOCIATES' GROUP INSURANCE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$157K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CLINE DESIGN ASSOCIATES PA 401K PROFIT SHARING PLAN AND TRUST401k$12.5M1672025
002CLINE DESIGN EMPLOYEE STOCK OWNERSHIP PLANESOP$5.1M1342025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510CLINE DESIGN ASSOCIATES' GROUP INSURANCE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$157K1752025
Retirement plans
Welfare plans
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