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Sponsor portfolio

STEVE SILVER COMPANY

EIN 75-2172220-furniture-Latest filing 2025
Plans
3
Retirement
2
$8.9M assets
Welfare
1
$209K premiums
Participants
663
1000 FM 548 NORTH - FORNEX, TX 75126469-689-1158stevesilver.comLinkedIn201-500 employeesfurniture
Plans on this EIN
3 filings
#001401k-$6.8M - 195 part#002ESOP-$2.1M - 281 part#502Mixed-$209K - 187 lives

Retirement portfolio analytics

2 plans aggregated / $8.9M assets / 476 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • SHARING PLAN TRUST (#001)76%
  • EMPLOYEE STOCK OWNERSHIP (#002)24%
Total $8.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)281
  • SHARING PLAN TRUST (#001)195
Total 476Click row to drill in

Benefits portfolio analytics

1 plan / $209K premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$209K
  • Vision$209K
  • Life$209K
  • Short-term disability$209K
  • Other$209K
Total $209K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $209K1 slice

Broker market share

Schedule A broker compensation

Split broker
76%top
  • USI INSURANCE SERVICES LLC76%
  • JAMES R NELLIGAN & ASSOCIATES LLC24%
Total $43K2 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

STEVE SILVER COMPANY 401(K) PROFIT SHARING PLAN TRUST

401k

Assets$6.8M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STEVE SILVER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.1M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STEVE SILVER COMPANY EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$209K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STEVE SILVER COMPANY 401(K) PROFIT SHARING PLAN TRUST401k$6.8M1952024
002STEVE SILVER COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$2.1M2812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STEVE SILVER COMPANY EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$209K1872025
Retirement plans
Welfare plans
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