Assets by plan
Share of aggregate retirement assets
Filings through .
Cobb, Fendley & Associates, Inc.
EIN 74-2192879civil engineeringLatest filing 2025
Plans
4
Retirement
2
$112.5M assets
Health & Benefits
2
$7.9M premiums
Participants
2,348
4424 WEST SAM HOUSTON PARKWAY N, SU - HOUSTON, TX 77041713-462-3242cobbfendley.comLinkedIn501-1000 employeescivil engineering
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $112.5M assets / 1,636 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $7.9M premiums / 1,132 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.3M
- Dental$7.3M
- Prescription drug$7.3M
- Other$638K
- Vision$620K
- Life$620K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
COBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$83.9M
Participants822
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
COBB, FENDLEY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$28.6M
Participants814
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
COBB FENDLEY AND ASSOCIATES WELFARE BENEFIT PLAN
Fully insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$7.9M
Covered lives1,032
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
COBB FENDLEY AND ASSOCIATES BUSINESS TRAVEL ACCIDENT PLAN
Fully insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
Premiums$18K
Covered lives100
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $83.9M | 822 | 2025 |
| #002 | COBB, FENDLEY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $28.6M | 814 | 2025 |
- #001 · 401(k) · 2025822
- #002 · ESOP · 2025814
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | COBB FENDLEY AND ASSOCIATES WELFARE BENEFIT PLAN | Fully insured | BLUECROSS BLUESHIELD OF TEXAS | $7.9M | 1,032 | 2025 |
| #502 | COBB FENDLEY AND ASSOCIATES BUSINESS TRAVEL ACCIDENT PLAN | Fully insured | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $18K | 100 | 2025 |
- #501 · Fully insured · BLUECROSS BLUESHIELD OF TEXAS · 20251,032
- #502 · Fully insured · NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA · 2025100
Retirement plans
Health & Benefits plans