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Sponsor portfolio

ARNALL GOLDEN GREGORY LLP

EIN 58-0543673-law practice-Latest filing 2024
Plans
3
Retirement
2
$182.3M assets
Welfare
1
$1.1M premiums
Participants
781
171 17TH STREET NW, SUITE 2100 - ATLANTA, GA 30363404-873-8602agg.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$172.8M - 329 part#008401k-$9.6M - 116 part#507Mixed-$1.1M - 593 lives

Retirement portfolio analytics

2 plans aggregated / $182.3M assets / 445 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PERSONS RETIREMENT PLAN (#001)95%
  • GREGORY LLP 401(K) (#008)5%
Total $182.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • CHARLES SCHWAB & CO., INC.95%
  • (Not disclosed)5%
Total $182.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PERSONS RETIREMENT PLAN (#001)329
  • GREGORY LLP 401(K) (#008)116
Total 445Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 593 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$835K
  • Long-term disability$528K
  • Other$528K
  • Dental$271K
  • Vision$24K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA47%
  • HARTFORD LIFE AND ACCIDENT27%
  • METROPOLITAN LIFE INSURANCE COMPANY24%
  • EYEMED VISION CARE2%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • MCGRIFF INSURANCE SERVICES INC74%
  • USI INSURANCE SERVICES LLC22%
  • BB&T INSURANCE SERVICES, INC.4%
  • IMG0%
Total $154K4 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

ARNALL GOLDEN GREGORY LLP SELF-EMPLOYED PERSONS RETIREMENT PLAN

401k

Assets$172.8M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

ARNALL GOLDEN GREGORY LLP 401(K) PLAN

401k

Assets$9.6M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

ARNALL GOLDEN GREGORY LLP WELFARE BENEFIT PLAN

Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.1M
Covered lives593
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ARNALL GOLDEN GREGORY LLP SELF-EMPLOYED PERSONS RETIREMENT PLAN401k$172.8M3292024
008ARNALL GOLDEN GREGORY LLP 401(K) PLAN401k$9.6M1162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507ARNALL GOLDEN GREGORY LLP WELFARE BENEFIT PLANMixedTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$1.1M5932024
Retirement plans
Welfare plans
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