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Sponsor portfolio

GRW ENGINEERS, INC.

EIN 61-0665036-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$39.4M assets
Welfare
1
$189K premiums
Participants
708
801 CORPORATE DRIVE - LEXINGTON, KY 40503859-223-3999
Plans on this EIN
3 filings
#001401k-$34.8M - 262 part#002ESOP-$4.7M - 225 part#501Mixed-$189K - 221 lives

Retirement portfolio analytics

2 plans aggregated / $39.4M assets / 487 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • SHARING RETIREMENT PLAN (#001)88%
  • EMPLOYEE STOCK OWNERSHIP (#002)12%
Total $39.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • NEWPORT GROUP, INC.88%
  • (Not disclosed)12%
Total $39.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#001)262
  • EMPLOYEE STOCK OWNERSHIP (#002)225
Total 487Click row to drill in

Benefits portfolio analytics

1 plan / $189K premiums / 221 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$110K
  • Short-term disability$109K
  • Long-term disability$109K
  • Dental$53K
  • Other$14K
  • Vision$13K
  • +1 more
Total $189K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • SYMETRA LIFE INSURANCE COMPANY65%
  • DELTA DENTAL OF CALIFORNIA28%
  • ANTHEM LIFE INSURANCE COMPANY7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $189K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $49K1 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

GRW TAX DEFERRED SAVINGS & PROFIT SHARING RETIREMENT PLAN

401k

Assets$34.8M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GRW ENGINEERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.7M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GRW ENGINEERS, INC WELFARE PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$189K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GRW TAX DEFERRED SAVINGS & PROFIT SHARING RETIREMENT PLAN401k$34.8M2622024
002GRW ENGINEERS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$4.7M2252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GRW ENGINEERS, INC WELFARE PLANMixedSYMETRA LIFE INSURANCE COMPANY$189K2212024
Retirement plans
Welfare plans
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