Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Bonitz, Inc.
EIN 57-0835835constructionLatest filing 2025
Plans
3
Retirement
2
$98.2M assets
Health & Benefits
1
$1.0M premiums
Participants
1,311
4539 ENTERPRISE DRIVE NW - CONCORD, NC 28027704-262-6438bonitz.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $98.2M assets / 926 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 383 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$641K
- Dental$626K
- Vision$626K
- Life$626K
- Long-term disability$626K
- Stop-loss$361K
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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
BONITZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$77.7M
Participants513
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k)
Assets$20.5M
Participants413
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BONITZ, INC. EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.0M
Covered lives383
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BONITZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $77.7M | 513 | 2025 |
| #002 | BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $20.5M | 413 | 2025 |
- #001 · ESOP · 2025513
- #002 · 401(k) · 2025413
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BONITZ, INC. EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.0M | 383 | 2025 |
- #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025383
Retirement plans
Health & Benefits plans