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  2. GORDON SALES, INC.
Sponsor portfolioTH

GORDON SALES, INC.

EIN 72-0785239-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$67.0M assets
Welfare
1
$218K premiums
Participants
569
5023 HAZEL JONES ROAD - BOSSIER CITY, LA 71111318-841-8162
Plans on this EIN
3 filings
#002ESOP-$54.2M - 196 part#001401k-$12.8M - 211 part#501Mixed-$218K - 162 lives

Retirement portfolio analytics

2 plans aggregated / $67.0M assets / 407 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • EMPLOYEE STOCK OWNERSHIP (#002)81%
  • GORDON, INC. 401(K) (#001)19%
Total $67.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GORDON, INC. 401(K) (#001)211
  • EMPLOYEE STOCK OWNERSHIP (#002)196
Total 407Click row to drill in

Benefits portfolio analytics

1 plan / $218K premiums / 162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$67K
  • Dental$60K
  • Vision$60K
  • Life$50K
  • Other$50K
  • Long-term disability$42K
Total $218K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY73%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA27%
Total $218K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • TFG FINANCIAL GROUP BENEFITS LLC94%
  • GCG FINANCIAL LLC6%
Total $29K2 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

GORDON, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$54.2M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GORDON, INC. 401(K) PLAN

401k

Assets$12.8M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GORDON SALES, INC. DBA GORDON INC. HEALTH PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$218K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GORDON, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$54.2M1962024
001GORDON, INC. 401(K) PLAN401k$12.8M2112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GORDON SALES, INC. DBA GORDON INC. HEALTH PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$218K1622025
Retirement plans
Welfare plans
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