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Sponsor portfolio

FRITZ INDUSTRIES, INC.

EIN 75-1083407-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$135.3M assets
Welfare
1
$287K premiums
Participants
572
500 N SAM HOUSTON RD - MESQUITE, TX 75149972-329-8807fritzind.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
3 filings
#002ESOP-$111.7M - 250 part#001401k-$23.6M - 197 part#501Mixed-$287K - 323 lives

Retirement portfolio analytics

2 plans aggregated / $135.3M assets / 447 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • EMPLOYEE STOCK OWNERSHIP (#002)83%
  • 401(K) RETIREMENT PLAN (#001)17%
Total $135.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)250
  • 401(K) RETIREMENT PLAN (#001)197
Total 447Click row to drill in

Benefits portfolio analytics

1 plan / $287K premiums / 323 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$287K
  • Vision$285K
  • Life$285K
  • Short-term disability$285K
  • Long-term disability$285K
  • Other$285K
Total $287K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • METROPOLITAN LIFE INSURANCE COMPANY99%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Total $287K2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • SLEEPER SEWELL INSURANCE63%
  • CENTRO BENEFITS RESEARCH LLC30%
  • PREMIER CONSULTING PAR7%
Total $48K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FRITZ INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$111.7M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FRITZ INDUSTRIES, INC. 401(K) RETIREMENT PLAN

401k

Assets$23.6M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRITZ INDUSTRIES INC. GROUP INSURANCE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$287K
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FRITZ INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$111.7M2502024
001FRITZ INDUSTRIES, INC. 401(K) RETIREMENT PLAN401k$23.6M1972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRITZ INDUSTRIES INC. GROUP INSURANCE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$287K3232025
Retirement plans
Welfare plans
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