Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAX GRIGSBY COMPANY, INC.
EIN 74-1781826Latest filing 2025
Plans
4
Retirement
2
$14.9M assets
Welfare
2
$868K premiums
Participants
597
6800 SANDSPOINT DRIVE - HOUSTON, TX 77074713-800-7300
Retirement portfolio analytics
2 plans aggregated / $14.9M assets / 285 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $868K premiums / 343 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$803K
- Dental$803K
- Vision$803K
- Prescription drug$803K
- Life$65K
- Short-term disability$65K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- AETNA LIFE INSURANCE COMPANY92%
- DEARBORN LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MGC, INC. 401(K) PLAN
401k
Assets$8.8M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
MGC, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.1M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MGC MEDICAL, DENTAL, AND VISION PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$803K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
MGC BENEFITS LIFE, STD, LTD
Fully Insured - DEARBORN LIFE INSURANCE COMPANY
Premiums$65K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MGC, INC. 401(K) PLAN | 401k | $8.8M | 147 | 2024 | |
| 004 | MGC, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.1M | 138 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MGC MEDICAL, DENTAL, AND VISION PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $803K | 181 | 2025 | |
| 501 | MGC BENEFITS LIFE, STD, LTD | Fully Insured | DEARBORN LIFE INSURANCE COMPANY | $65K | 162 | 2025 |
Retirement plans
Welfare plans