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  2. Pickering, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Pickering, Inc.

EIN 62-0758014-architecture & planning-Latest filing 2025
Plans
3
Retirement
2
$41.0M assets
Health & Benefits
1
$1.4M premiums
Participants
402
6363 POPLAR AVENUE, SUITE 300 - MEMPHIS, TN 38119901-726-0810pickeringfirm.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filings
#002401(k)-$26.3M - 158 part#003ESOP-$14.8M - 116 part#501Mixed-$1.4M - 363 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $41.0M assets / 274 participants

Assets by plan

Share of aggregate retirement assets

  • PICKERING, INC. 401(K) (#002)$26.3M
  • EMPLOYEE STOCK OWNERSHIP (#003)$14.8M
Total $41.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • TRANSAMERICA RETIREMENT SOLUTIONS$26.3M
  • (Not disclosed)$14.8M
Total $41.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PICKERING, INC. 401(K) (#002)158
  • EMPLOYEE STOCK OWNERSHIP (#003)116
Total 274Select a row to open it

Benefits portfolio analytics

1 plan / $1.4M premiums / 363 covered lives

Coverage 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
Total $1.4M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

PICKERING, INC. 401(K) PLAN

401(k)

Assets$26.3M
Participants158
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

PICKERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$14.8M
Participants116
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

PICKERING, INC.

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives363
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002PICKERING, INC. 401(K) PLAN401(k)$26.3M1582025
#003PICKERING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$14.8M1162025
  • PICKERING, INC. 401(K) PLAN$26.3M
    #002 · 401(k) · 2025158
  • PICKERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN$14.8M
    #003 · ESOP · 2025116

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501PICKERING, INC.MixedUNITED HEALTHCARE INSURANCE COMPANY$1.4M3632025
  • PICKERING, INC.$1.4M
    #501 · Mixed · UNITED HEALTHCARE INSURANCE COMPANY · 2025363
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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