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  2. A. DUDA AND SONS, INC.
Sponsor portfolioTH

A. DUDA AND SONS, INC.

EIN 59-0700499-real estate-Latest filing 2025
Plans
3
Retirement
2
$158.1M assets
Welfare
1
$741K premiums
Participants
3,126
P.O. BOX 620257, 1200 DUDA TRAIL - OVIEDO, FL 32765407-365-2111duda.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
3 filings
#003401k-$128.7M - 1,450 part#001TraditionalDB-$29.4M - 695 part#501Mixed-$741K - 1,337 lives

Retirement portfolio analytics

2 plans aggregated / $158.1M assets / 2,145 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • RETIREMENT AND Savings (#003)81%
  • & SONS, INC. (#001)19%
Total $158.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • T ROWE PRICE RPS INC81%
  • (Not disclosed)19%
Total $158.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT AND Savings (#003)1,450
  • & SONS, INC. (#001)695
Total 2,145Click row to drill in

Benefits portfolio analytics

1 plan / $741K premiums / 1,337 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$678K
  • Life$658K
  • Long-term disability$531K
  • Vision$63K
Total $741K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • HARTFORD LIFE AND ACCIDENT72%
  • TRANSAMERICA LIFE INSURANCE COMPANY17%
  • EYEMED VISION CARE9%
  • HEALTH AND HUMAN RESOURCE CENTER1%
  • RELYMD1%
Total $741K5 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • DIGITAL INSURANCE LLC84%
  • CENTRO BENEFITS RESEARCH LLC16%
Total $128K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN

401k

Assets$128.7M
Participants1,450
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC.

TraditionalDB

Assets$29.4M
Participants695
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A. DUDA AND SONS, INC. LIFE, MEDICAL AND HOSPITALIZATION FOR ALL EMPLOYEES

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$741K
Covered lives1,337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN401k$128.7M1,4502024
001RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC.TraditionalDB$29.4M6952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A. DUDA AND SONS, INC. LIFE, MEDICAL AND HOSPITALIZATION FOR ALL EMPLOYEESMixedHARTFORD LIFE AND ACCIDENT$741K1,3372025
Retirement plans
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