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Sponsor portfolio

CRAFTON, TULL & ASSOCIATES, INC .

EIN 71-0393591-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$71.5M assets
Welfare
1
$219K premiums
Participants
1,072
901 N 47TH ST STE 400 - ROGERS, AR 72756479-636-4838LinkedIn11-50 employees
Plans on this EIN
3 filings
#002ESOP-$37.6M - 372 part#001401k-$33.9M - 427 part#501Mixed-$219K - 297 lives

Retirement portfolio analytics

2 plans aggregated / $71.5M assets / 799 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • EMPLOYEE STOCK OWNERSHIP (#002)53%
  • ASSOCIATES, INC. 401(K) (#001)47%
Total $71.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, INC. 401(K) (#001)427
  • EMPLOYEE STOCK OWNERSHIP (#002)372
Total 799Click row to drill in

Benefits portfolio analytics

1 plan / $219K premiums / 297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$179K
  • Long-term disability$179K
  • Other$179K
  • Vision$40K
Total $219K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY82%
  • STANDARD INSURANCE COMPANY18%
Total $219K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BHC NEXT, LLC100%
Total $35K1 slice

Plan deep-dives

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

CRAFTON, TULL & ASSOCIATES, INC . EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$37.6M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CRAFTON, TULL & ASSOCIATES, INC. 401(K) PLAN

401k

Assets$33.9M
Participants427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CRAFTON, TULL & ASSOCIATES, INC. WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$219K
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CRAFTON, TULL & ASSOCIATES, INC . EMPLOYEE STOCK OWNERSHIP PLANESOP$37.6M3722025
001CRAFTON, TULL & ASSOCIATES, INC. 401(K) PLAN401k$33.9M4272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CRAFTON, TULL & ASSOCIATES, INC. WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$219K2972025
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