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Sponsor portfolioTH

DOKKEN ENGINEERING

EIN 68-0099664-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$60.3M assets
Welfare
1
$1.7M premiums
Participants
459
110 BLUE RAVINE ROAD #200 - FOLSOM, CA 95630916-858-0642dokkenengineering.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filings
#002401k-$38.9M - 192 part#003ESOP-$21.5M - 131 part#501Fully Insured-$1.7M - 257 lives

Retirement portfolio analytics

2 plans aggregated / $60.3M assets / 323 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PROFIT SHARING PLAN (#002)64%
  • EMPLOYEE STOCK OWNERSHIP (#003)36%
Total $60.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • NWPS64%
  • (Not disclosed)36%
Total $60.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)192
  • EMPLOYEE STOCK OWNERSHIP (#003)131
Total 323Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 257 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$111K
  • Life$72K
  • Long-term disability$72K
  • Other$72K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • CALIFORNIA PHYSICIANS SERVICE63%
  • KAISER FOUNDATION HEALTH PLAN INC25%
  • DELTA DENTAL OF CALIFORNIA7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • INTERWEST INSURANCE SERVICES, LLC82%
  • AMWINS18%
  • UNKNOWN0%
Total $125K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DOKKEN ENGINEERING 401(K) PROFIT SHARING PLAN

401k

Assets$38.9M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DOKKEN ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$21.5M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DOKKEN ENGINEERING WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$1.7M
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DOKKEN ENGINEERING 401(K) PROFIT SHARING PLAN401k$38.9M1922024
003DOKKEN ENGINEERING EMPLOYEE STOCK OWNERSHIP PLANESOP$21.5M1312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DOKKEN ENGINEERING WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$1.7M2572025
Retirement plans
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