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Sponsor portfolio

HUITT-ZOLLARS, INC.

EIN 75-1500178-design-Latest filing 2025
Plans
3
Retirement
2
$186.9M assets
Welfare
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#002401k-$78.6M - 745 part#502Mixed-$626K - 518 lives

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

58%top
  • EMPLOYEE STOCK OWNERSHIP (#001)58%
  • PLAN & TRUST (#002)42%
Total $186.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
58%top
  • (Not disclosed)58%
  • ROGERS WEALTH GROUP, INC.42%
Total $186.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)745
  • EMPLOYEE STOCK OWNERSHIP (#001)731
Total 1,476Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY91%
  • DEARBORN LIFE INSURANCE COMPANY9%
Total $626K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $34K1 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

HUITT-ZOLLARS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$108.2M
Participants731
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HUITT-ZOLLARS, INC. EMPLOYEE RETIREMENT PLAN & TRUST

401k

Assets$78.6M
Participants745
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HUITT-ZOLLARS, INC. WRAP PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$626K
Covered lives518
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HUITT-ZOLLARS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$108.2M7312025
002HUITT-ZOLLARS, INC. EMPLOYEE RETIREMENT PLAN & TRUST401k$78.6M7452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HUITT-ZOLLARS, INC. WRAP PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$626K5182025
Retirement plans
Welfare plans
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