Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PICKERING, INC.
EIN 62-0758014architecture & planningLatest filing 2025
Plans
3
Retirement
2
$37.4M assets
Welfare
1
$1.4M premiums
Participants
390
6363 POPLAR AVE STE 300 - MEMPHIS, TN 381194848901-726-0810pickeringfirm.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $37.4M assets / 262 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
65%top
- TRANSAMERICA RETIREMENT SOLUTIONS65%
- (Not disclosed)35%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 363 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$78K
- Other$67K
- Long-term disability$31K
- Vision$26K
- Short-term disability$21K
Carrier market share
Premium dollars by Schedule A carrier
84%top
- UNITED HEALTHCARE INSURANCE COMPANY84%
- RELIANCE STANDARD LIFE INSURANCE COMPANY9%
- DELTA DENTAL OF CALIFORNIA6%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
86%top
- GROUP BENEFITS LTD86%
- GIS BENEFITS INC7%
- GROUP BENEFITS, LLC--TIM FINNELL4%
- GCG FINANCIAL LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PICKERING, INC. 401(K) PLAN
401k
Assets$24.2M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PICKERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$13.2M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PICKERING, INC.
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$1.4M
Covered lives363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PICKERING, INC. 401(K) PLAN | 401k | $24.2M | 149 | 2024 | |
| 003 | PICKERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $13.2M | 113 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PICKERING, INC. | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $1.4M | 363 | 2025 |
Retirement plans
Welfare plans