Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
ESOP
401k
Mixed - GUARDIAN
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MCKIM & CREED, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $101.4M | 874 | 2024 | |
| 001 | MCKIM & CREED, INC. 401(K) PLAN | 401k | $51.8M | 1,043 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 513 | MCKIM & CREED, INC. BENEFIT PLAN | Mixed | GUARDIAN | $832K | 925 | 2025 |