Assets by plan
Share of aggregate retirement assets
- SLAVIC SECURE PEP (#001)$106.1M
- 401 (K) PEP (#011)$2.3M
- +6 more
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
12 plans aggregated / $154.1M assets / 12,734 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $3.3M premiums / 282 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
401(k)
401(k)
401(k)
401(k)
401(k)
401(k)
401(k)
401(k)
401(k)
401(k)
Fully insured - CIGNA HELATH AND LIFE INSURANCE COMPANY
12 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SLAVIC SECURE PEP | 401(k) | $106.1M | 4,743 | 2025 |
| #006 | G&A PARTNERS, INC POOLED EMPLOYER 401(K) PLAN | 401(k) | $23.3M | 4,716 | 2025 |
| #002 | G&A PARTNERS, INC POOLED EMPLOYER PLAN | 401(k) | $11.9M | 1,299 | 2024 |
| #009 | FORTIS LUX ADVANTAGE 401(K) | 401(k) | $3.3M | 250 | 2025 |
| #003 | MARINER WEALTH ADVISORS POOLED EMPLOYER PLAN | 401(k) | $2.7M | 119 | 2025 |
| #011 | THE CBIZ 401 (K) PEP | 401(k) | $2.3M | 944 | 2025 |
| #019 | BMHRS POOLED EMPLOYER PLAN | 401(k) | $2.0M | 230 | 2025 |
| #004 | CERTIFIED 401(K) PLAN | 401(k) | $873K | 113 | 2025 |
| #020 | REMOTE PEO RETIREMENT SAVINGS PLAN | 401(k) | $722K | 117 | 2025 |
| #015 | PRIVATE CLIENT GROUP PEP | 401(k) | $515K | 76 | 2025 |
| #010 | CASTLE ROCK PEP | 401(k) | $404K | 21 | 2025 |
| #018 | HR SOLUTIONS POOLED EMPLOYER PLAN | 401(k) | $60K | 106 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #520 | SLAVIC INTEGRATED ADMINISTRATION PREMIUM ONLY PLAN | Fully insured | CIGNA HELATH AND LIFE INSURANCE COMPANY | $3.3M | 282 | 2025 |