PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WHATEVER IT TAKES TRANSMISSIONS & PARTS, INC.
Sponsor portfolioTH

WHATEVER IT TAKES TRANSMISSIONS & PARTS, INC.

EIN 61-1356670-automotive-Latest filing 2025
Plans
3
Retirement
2
$69.5M assets
Welfare
1
$637K premiums
Participants
2,726
300 HIGHWAY 44 EAST - SHEPHERDSVILLE, KY 40165502-955-3740wittrans.comLinkedIn201-500 employeesautomotive
Plans on this EIN
3 filings
#002ESOP-$57.6M - 912 part#001401k-$11.9M - 1,313 part#501Mixed-$637K - 498 lives

Retirement portfolio analytics

2 plans aggregated / $69.5M assets / 2,225 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PARTS, INC ESOP (#002)83%
  • PLAN & TRUST (#001)17%
Total $69.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • (Not disclosed)83%
  • PAYCHEX, INC.17%
Total $69.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)1,313
  • PARTS, INC ESOP (#002)912
Total 2,225Click row to drill in

Benefits portfolio analytics

1 plan / $637K premiums / 498 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$427K
  • Life$247K
  • Short-term disability$247K
  • Long-term disability$247K
  • Dental$210K
  • Vision$210K
Total $637K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • AMERICAN UNITED LIFE INSURANCE COMPANY39%
  • CONCERN EAP33%
  • AFLAC28%
Total $637K3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ASSUREDPARTNERS99%
  • AP BENEFIT ADVISORS, LLC1%
  • BRIAN GRAHAM INC0%
  • NJN LLC0%
  • MARC S. OSCHERWITZ0%
  • +3 more
Total $63K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WHATEVER IT TAKES TRANSMISSION & PARTS, INC ESOP

ESOP

Assets$57.6M
Participants912
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WHATEVER IT TAKES TRANSMISSION 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$11.9M
Participants1,313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHATEVER IT TAKES TRANSMISSIONS & PARTS INC. HEALTH PLAN (STANDARD)

Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$637K
Covered lives498
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WHATEVER IT TAKES TRANSMISSION & PARTS, INC ESOPESOP$57.6M9122024
001WHATEVER IT TAKES TRANSMISSION 401(K) PROFIT SHARING PLAN & TRUST401k$11.9M1,3132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHATEVER IT TAKES TRANSMISSIONS & PARTS INC. HEALTH PLAN (STANDARD)MixedAMERICAN UNITED LIFE INSURANCE COMPANY$637K4982025
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