PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AGGREKO LLC
Sponsor portfolioTH

AGGREKO LLC

EIN 72-0692213-Real Estate and Rental and Leasing-Latest filing 2025
Plans
3
Retirement
2
$219.0M assets
Welfare
1
$1.9M premiums
Participants
3,675
3732 MAGNOLIA PARKWAY - PEARLAND, TX 77584346-421-0394
Plans on this EIN
3 filings
#002401k-$217.4M - 1,966 part#003ProfitSharing-$1.6M - 19 part#501Mixed-$1.9M - 2,815 lives

Retirement portfolio analytics

2 plans aggregated / $219.0M assets / 1,985 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • INVESTMENT RETIREMENT PLAN (#002)99%
  • AND RETIREMENT PLAN (#003)1%
Total $219.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INVESTMENT RETIREMENT PLAN (#002)1,966
  • AND RETIREMENT PLAN (#003)19
Total 1,985Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 2,815 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Life$1.7M
  • Long-term disability$1.7M
  • Vision$143K
Total $1.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA91%
  • EYEMED VISION CARE8%
  • COMPSYCH1%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • IMG0%
Total $182K2 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

AGGREKO, LLC EMPLOYEES' SAVINGS & INVESTMENT RETIREMENT PLAN

401k

Assets$217.4M
Participants1,966
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

AGGREKO 1165(E) SAVING AND RETIREMENT PLAN

ProfitSharing

Assets$1.6M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AGGREKO, LLC HEALTH AND BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.9M
Covered lives2,815
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AGGREKO, LLC EMPLOYEES' SAVINGS & INVESTMENT RETIREMENT PLAN401k$217.4M1,9662024
003AGGREKO 1165(E) SAVING AND RETIREMENT PLANProfitSharing$1.6M192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AGGREKO, LLC HEALTH AND BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.9M2,8152025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica