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Sponsor portfolio

FORDHARRISON LLP

EIN 58-1314995-law practice-Latest filing 2024
Plans
3
Retirement
2
$72.7M assets
Welfare
1
$1.0M premiums
Participants
657
271 17TH STREET, NW, SUITE 1900 - ATLANTA, GA 30363404-888-3800fordharrison.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$52.1M - 200 part#003401k-$20.6M - 198 part#501Fully Insured-$1.0M - 434 lives

Retirement portfolio analytics

2 plans aggregated / $72.7M assets / 398 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PROFIT SHARING PLAN (#001)72%
  • W-2 PARTNERS 401(K)PLAN (#003)28%
Total $72.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TRANSAMERICA RETIREMENT SOLUTIONS100%
Total $72.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)200
  • W-2 PARTNERS 401(K)PLAN (#003)198
Total 398Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 434 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$703K
  • Other$277K
  • Life$271K
  • Long-term disability$199K
  • Dental$22K
  • Vision$22K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY70%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA27%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • STEALTH PARTNER GROUP LLC82%
  • MCGRIFF INSURANCE SERVICES INC18%
Total $107K2 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

FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN

401k

Assets$52.1M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FORDHARRISON ASSOCIATES & W-2 PARTNERS 401(K)PLAN

401k

Assets$20.6M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORD AND HARRISON LLP FLEXIBLE/EMPLOYEE BENEFIT PLAN

Fully Insured - BERKSHIRE HATHAWAY SPECIALTY INSURANCE

Premiums$1.0M
Covered lives434
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN401k$52.1M2002024
003FORDHARRISON ASSOCIATES & W-2 PARTNERS 401(K)PLAN401k$20.6M1982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORD AND HARRISON LLP FLEXIBLE/EMPLOYEE BENEFIT PLANFully InsuredBERKSHIRE HATHAWAY SPECIALTY INSURANCE$1.0M4342024
Retirement plans
Welfare plans
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