Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CISCO-EAGLE, INC.
EIN 73-1256078Wholesale TradeLatest filing 2025
Plans
3
Retirement
2
$90.3M assets
Welfare
1
$106K premiums
Participants
472
2120 VALLEY VIEW LANE - DALLAS, TX 752348911972-331-3011
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $90.3M assets / 307 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
82%top
- (Not disclosed)82%
- ASCENSUS LLC18%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $106K premiums / 153 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$106K
- Vision$106K
- Life$106K
- Short-term disability$106K
- Other$106K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
59%top
- BEV CAP MANAGEMENT LLC59%
- PROFESSIONAL GROUP PLANS INC41%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CISCO-EAGLE, INC. EMPLOYEES' STOCK OWNERSHIP PLAN
ESOP
Assets$74.0M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CISCO-EAGLE, INC. 401(K) SAVINGS PLAN
401k
Assets$16.3M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
CISCO-EAGLE, INC. HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$106K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CISCO-EAGLE, INC. EMPLOYEES' STOCK OWNERSHIP PLAN | ESOP | $74.0M | 138 | 2025 | |
| 001 | CISCO-EAGLE, INC. 401(K) SAVINGS PLAN | 401k | $16.3M | 169 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | CISCO-EAGLE, INC. HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $106K | 153 | 2025 |
Retirement plans
Welfare plans