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  2. SUSMAN, TISDALE, GAYLE ARCHITECTS, DBA STG DESIGN, INC.
Sponsor portfolio

SUSMAN, TISDALE, GAYLE ARCHITECTS, DBA STG DESIGN, INC.

EIN 74-2112965-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$35.1M assets
Welfare
1
$1.0M premiums
Participants
343
828 WEST 6TH ST. - AUSTIN, TX 787035468512-899-3500
Plans on this EIN
3 filings
#002ESOP-$18.1M - 122 part#001401k-$17.0M - 135 part#503Fully Insured-$1.0M - 118 lives

Retirement portfolio analytics

2 plans aggregated / $35.1M assets / 257 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • EMPLOYEE STOCK OWNERSHIP (#002)52%
  • PROFIT SHARING 401(K) (#001)48%
Total $35.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#001)135
  • EMPLOYEE STOCK OWNERSHIP (#002)122
Total 257Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 118 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$929K
  • Prescription drug$929K
  • Dental$117K
  • Vision$117K
  • Life$117K
  • Short-term disability$117K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA11%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $44K1 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

STG DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$18.1M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

STG DESIGN PROFIT SHARING 401(K) PLAN

401k

Assets$17.0M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

STG DESIGN HEALTH & WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.0M
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STG DESIGN EMPLOYEE STOCK OWNERSHIP PLANESOP$18.1M1222024
001STG DESIGN PROFIT SHARING 401(K) PLAN401k$17.0M1352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503STG DESIGN HEALTH & WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.0M1182024
Retirement plans
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