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  2. Huitt-Zollars, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Huitt-Zollars, Inc.

EIN 75-1500178-design-Latest filing 2025
Plans
3
Retirement
2
$186.9M assets
Health & Benefits
1
$626K premiums
Participants
1,988
5430 LBJ FREEWAY, SUITE 1500 - DALLAS, TX 75240214-871-3311huitt-zollars.comLinkedIn501-1000 employeesdesign
Plans on this EIN
3 filings
#001ESOP-$108.2M - 731 part#002401(k)-$78.6M - 745 part#502Mixed-$626K - 518 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $186.9M assets / 1,476 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#001)$108.2M
  • PLAN & TRUST (#002)$78.6M
Total $186.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$108.2M
  • ROGERS WEALTH GROUP, INC.$78.6M
Total $186.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)745
  • EMPLOYEE STOCK OWNERSHIP (#001)731
Total 1,476Select a row to open it

Benefits portfolio analytics

1 plan / $626K premiums / 518 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$300K
  • Other$300K
  • Long-term disability$139K
  • Short-term disability$131K
  • Vision$55K
Total $626K5 rows
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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

HUITT-ZOLLARS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$108.2M
Participants731
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

HUITT-ZOLLARS, INC. EMPLOYEE RETIREMENT PLAN & TRUST

401(k)

Assets$78.6M
Participants745
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

HUITT-ZOLLARS, INC. WRAP PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$626K
Covered lives518
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HUITT-ZOLLARS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$108.2M7312025
#002HUITT-ZOLLARS, INC. EMPLOYEE RETIREMENT PLAN & TRUST401(k)$78.6M7452025
  • HUITT-ZOLLARS, INC. EMPLOYEE STOCK OWNERSHIP PLAN$108.2M
    #001 · ESOP · 2025731
  • HUITT-ZOLLARS, INC. EMPLOYEE RETIREMENT PLAN & TRUST$78.6M
    #002 · 401(k) · 2025745

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502HUITT-ZOLLARS, INC. WRAP PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$626K5182025
  • HUITT-ZOLLARS, INC. WRAP PLAN$626K
    #502 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025518
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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