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Sponsor portfolio

MAXWELL LOCKE & RITTER LLP

EIN 74-2900215-accounting-Latest filing 2025
Plans
2
Retirement
1
$68.2M assets
Welfare
1
$1.7M premiums
Participants
398
401 CONGRESS AVE., STE 2000 - AUSTIN, TX 78701512-559-6221mlrpc.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401k-$68.2M - 241 part#501Fully Insured-$1.7M - 267 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Prescription drug$1.6M
  • Long-term disability$65K
  • Other$33K
  • Vision$15K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $118K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MAXWELL, LOCKE & RITTER, LLP 401(K) PROFIT SHARING PLAN

401k

Assets$68.2M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MAXWELL LOCKE & RITTER LLP EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.7M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAXWELL, LOCKE & RITTER, LLP 401(K) PROFIT SHARING PLAN401k$68.2M2412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MAXWELL LOCKE & RITTER LLP EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.7M2672025
Retirement plans
Welfare plans
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