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Sponsor portfolio

AVENUE CONSULTANTS INC

EIN 56-6673543-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$17.0M assets
Welfare
1
$379K premiums
Participants
342
6575 S REDWOOD RD SUITE 300 - TAYLORSVILLE, UT 84123801-207-7662avenueconsultants.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$17.0M - 199 part#501Mixed-$379K - 143 lives

Benefits portfolio analytics

1 plan / $379K premiums / 143 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$276K
  • Vision$276K
  • Life$276K
  • Short-term disability$276K
  • Long-term disability$276K
  • Other$102K
Total $379K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • PRINCIPAL LIFE INSURANCE COMPANY73%
  • TRANSAMERICA LIFE INSURANCE COMPANY27%
Total $379K2 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • TRUCORDIA INSURANCE SERVICES LLC39%
  • PARAGON PARTNERS LTD31%
  • BUIE INSURANCESERVICES13%
  • PCF INSURANCE SERVICES OF THE WEST9%
  • BUIE AND COMPANY LLC ATTN CAMI NASE8%
Total $58K5 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

AVENUE CONSULTANTS INC 401(K)/PROFIT SHARING

401k

Assets$17.0M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVENUE CONSULTANTS ANCILLARY HEALTH AND WELFARE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$379K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVENUE CONSULTANTS INC 401(K)/PROFIT SHARING401k$17.0M1992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVENUE CONSULTANTS ANCILLARY HEALTH AND WELFARE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$379K1432025
Retirement plans
Welfare plans
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