PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. S & F INVESTMENTS INC
Sponsor portfolioTH

S & F INVESTMENTS INC

EIN 57-1072521-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$89K assets
Welfare
1
$12K premiums
Participants
95
252 WATERFORD PARKWAY - ORANGEBURG, SC 29118803-533-7683
Plans on this EIN
2 filings
#001401k-$89K - 91 part#501Self Funded-$12K - 4 lives

Benefits portfolio analytics

1 plan / $12K premiums / 4 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12K
  • Dental$12K
  • Stop-loss$12K
Total $12K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • NATIONAL FRANCHISE ASSOCIATION HEALTH PLUS-CELL100%
Total $12K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

S&F INVESTMENTS INC. 401K PLAN

401k

Assets$89K
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE HEALTH PLAN OF S & F INVESTMENTS, INC

Self Funded - NATIONAL FRANCHISE ASSOCIATION HEALTH PLUS-CELL

Premiums$12K
Covered lives4
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001S&F INVESTMENTS INC. 401K PLAN401k$89K912025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE HEALTH PLAN OF S & F INVESTMENTS, INCSelf FundedNATIONAL FRANCHISE ASSOCIATION HEALTH PLUS-CELL$12K42025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica