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Sponsor portfolio

L.A. FUESS PARTNERS, INC.

EIN 75-1676101-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$47.6M assets
Welfare
1
$186K premiums
Participants
424
3333 LEE PARKWAY, SUITE 300 - DALLAS, TX 75219214-871-7010lafp.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filings
#001401k-$30.1M - 159 part#002ESOP-$17.5M - 128 part#501Mixed-$186K - 135 lives

Retirement portfolio analytics

2 plans aggregated / $47.6M assets / 287 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PROFIT SHARING PLAN (#001)63%
  • EMPLOYEE STOCK OWNERSHIP (#002)37%
Total $47.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)159
  • EMPLOYEE STOCK OWNERSHIP (#002)128
Total 287Click row to drill in

Benefits portfolio analytics

1 plan / $186K premiums / 135 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$77K
  • Long-term disability$32K
  • Short-term disability$31K
  • Life$26K
  • Other$19K
  • Vision$9K
Total $186K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $186K1 slice

Broker market share

Schedule A broker compensation

Split broker
51%top
  • IMA, INC.51%
  • GALLAGHER BENEFIT SERVICES, INC.27%
  • MICHAEL WALDMAN22%
Total $36K3 slices

Plan deep-dives

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

LAFPI PROFIT SHARING PLAN

401k

Assets$30.1M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

L.A. FUESS PARTNERS INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$17.5M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

L.A. FUESS PARTNERS INC. WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$186K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LAFPI PROFIT SHARING PLAN401k$30.1M1592025
002L.A. FUESS PARTNERS INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$17.5M1282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501L.A. FUESS PARTNERS INC. WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$186K1352025
Retirement plans
Welfare plans
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