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  2. THREE NOTCH GROUP, INC.
Sponsor portfolio

THREE NOTCH GROUP, INC.

EIN 63-0696876-Latest filing 2025
Plans
2
Retirement
1
$22.0M assets
Welfare
1
$1.9M premiums
Participants
421
11 W COURT SQUARE - ANDALUSIA, AL 36420334-222-9431
Plans on this EIN
2 filings
#001401k-$22.0M - 249 part#504Mixed-$1.9M - 345 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 345 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.9M
  • Health$1.8M
  • Vision$1.8M
  • Prescription drug$1.8M
  • Life$138K
  • Short-term disability$138K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • USABLE LIFE7%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABLE BENEFIT SOLUTIONS100%
Total $20K1 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

CDG ENGINEERS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$22.0M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

THREE NOTCH GROUP INC. HEALTH & WELFARE PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$1.9M
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CDG ENGINEERS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$22.0M2492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504THREE NOTCH GROUP INC. HEALTH & WELFARE PLANMixedBLUE CROSS AND BLUE SHIELD OF ALABAMA$1.9M3452025
Retirement plans
Welfare plans
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