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  2. AMERICAN VISION WINDOWS, INC.
Sponsor portfolio

AMERICAN VISION WINDOWS, INC.

EIN 68-0448034-construction-Latest filing 2025
Plans
3
Retirement
2
$22.3M assets
Welfare
1
$35K premiums
Participants
669
2125 NORTH MADERA ROAD, SUITE A - SIMI VALLEY, CA 93065805-582-1833americanvisionwindows.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$16.5M - 245 part#001401k-$5.8M - 199 part#501Mixed-$35K - 283 lives

Retirement portfolio analytics

2 plans aggregated / $22.3M assets / 444 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • WINDOWS, INC. ESOP (#002)74%
  • WINDOWS RETIREMENT PLAN (#001)26%
Total $22.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WINDOWS, INC. ESOP (#002)245
  • WINDOWS RETIREMENT PLAN (#001)199
Total 444Click row to drill in

Benefits portfolio analytics

1 plan / $35K premiums / 283 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$20K
  • Life$20K
  • Short-term disability$20K
  • Other$14K
Total $35K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • PRINCIPAL LIFE INSURANCE COMPANY59%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA41%
Total $35K2 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • INSURANCE OFFICE OF AMERICA44%
  • ACRIALPS LLC34%
  • ANTONIA MARIA HOLDEN3%
  • KARLA ALEXANDER2%
  • CHRISTINA STAHL2%
  • +3 more
Total $8K8 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

AMERICAN VISION WINDOWS, INC. ESOP

ESOP

Assets$16.5M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMERICAN VISION WINDOWS RETIREMENT PLAN

401k

Assets$5.8M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN VISION WINDOWS, INC BENEFITS PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$35K
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMERICAN VISION WINDOWS, INC. ESOPESOP$16.5M2452024
001AMERICAN VISION WINDOWS RETIREMENT PLAN401k$5.8M1992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN VISION WINDOWS, INC BENEFITS PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$35K2832025
Retirement plans
Welfare plans
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