Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COBB FENDLEY AND ASSOCIATES, INC.
EIN 74-2192879civil engineeringLatest filing 2025
Plans
4
Retirement
2
$100.3M assets
Welfare
2
$7.2M premiums
Participants
2,434
4424 WEST SAM HOUSTON PARKWAY NORTH, SUITE 600 - HOUSTON, TX 77041713-462-3242cobbfendley.comLinkedIn501-1000 employeescivil engineering
Retirement portfolio analytics
2 plans aggregated / $100.3M assets / 1,663 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $7.2M premiums / 1,226 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA100%
Broker market share
Schedule A broker compensation
50%top
- REUBEN WARNER ASSOCIATES, INC.50%
- USI INSURANCE SERVICES LLC50%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$70.1M
Participants854
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COBB, FENDLEY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$30.2M
Participants809
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COBB FENDLEY AND ASSOCIATES WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$7.2M
Covered lives1,126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
COBB FENDLEY AND ASSOCIATES BUSINESS TRAVEL ACCIDENT PLAN
Fully Insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
Premiums$18K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $70.1M | 854 | 2024 | |
| 002 | COBB, FENDLEY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $30.2M | 809 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COBB FENDLEY AND ASSOCIATES WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $7.2M | 1,126 | 2024 | |
| 502 | COBB FENDLEY AND ASSOCIATES BUSINESS TRAVEL ACCIDENT PLAN | Fully Insured | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $18K | 100 | 2025 |
Retirement plans
Welfare plans