Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
401k
401k
401k
401k
401k
401k
401k
401k
Fully Insured - CIGNA HELATH AND LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SLAVIC SECURE PEP | 401k | $49.1M | 3,508 | 2024 | |
| 002 | G&A PARTNERS, INC POOLED EMPLOYER PLAN | 401k | $11.9M | 1,299 | 2024 | |
| 006 | G&A PARTNERS, INC POOLED EMPLOYER 401(K) PLAN | 401k | $11.9M | 1,299 | 2024 | |
| 009 | FORTIS LUX ADVANTAGE 401(K) | 401k | $3.3M | 250 | 2025 | |
| 003 | MARINER WEALTH ADVISORS POOLED EMPLOYER PLAN | 401k | $2.1M | 129 | 2024 | |
| 011 | THE CBIZ 401 (K) PEP | 401k | $1.0M | 481 | 2024 | |
| 004 | CERTIFIED 401(K) PLAN | 401k | $873K | 113 | 2025 | |
| 018 | BUOY PEO POOLED EMPLOYER PLAN | 401k | $423K | 60 | 2025 | |
| 010 | CASTLE ROCK PEP | 401k | $404K | 21 | 2025 | |
| 015 | PRIVATE CLIENT GROUP PEP | 401k | $310K | 53 | 2024 |
| 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 |