Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$198K
- Stop-loss$198K
Sponsor portfolio
HODGES CAPITAL HOLDINGS, INC.
EIN 75-2278916investment managementLatest filing 2025
Plans
2
Retirement
1
$29.7M assets
Welfare
1
$198K premiums
Participants
46
2905 MAPLE AVENUE - DALLAS, TX 752011405214-954-1177hodgescapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $198K premiums / 20 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- EBENCONCEPTS COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HODGES CAPITAL HOLDINGS, INC. PROFIT SHARING SAVINGS PLAN & TRUST
401k
Assets$29.7M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HODGES CAPITAL MANAGEMENT INC EMPLOYEE BENEFIT PLAN
Self Funded - ALL SAVERS INSURANCE COMPANY
Premiums$198K
Covered lives20
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HODGES CAPITAL HOLDINGS, INC. PROFIT SHARING SAVINGS PLAN & TRUST | 401k | $29.7M | 26 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HODGES CAPITAL MANAGEMENT INC EMPLOYEE BENEFIT PLAN | Self Funded | ALL SAVERS INSURANCE COMPANY | $198K | 20 | 2025 |
Retirement plans
Welfare plans