Carrier market share
Premium dollars by Schedule A carrier
100%top
- VISION SERVICE PLAN100%
Sponsor portfolioTH
ALAN PLUMMER ASSOCIATES, INC.
EIN 75-1595621Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$41.9M assets
Welfare
1
$32K premiums
Participants
530
1320 S. UNIVERSITY DRIVE #300 - FORT WORTH, TX 76107817-806-1700
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $32K premiums / 191 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- RELATIONAL ADVISORS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALAN PLUMMER ASSOCIATES, INC. PROFIT SHARING PLAN
401k
Assets$41.9M
Participants339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ALAN PLUMMER AND ASSOCIATES, INC. VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$32K
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALAN PLUMMER ASSOCIATES, INC. PROFIT SHARING PLAN | 401k | $41.9M | 339 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ALAN PLUMMER AND ASSOCIATES, INC. VISION PLAN | Fully Insured | VISION SERVICE PLAN | $32K | 191 | 2024 |
Retirement plans
Welfare plans