Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TETER, INC.
EIN 77-0071091Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$19.5M assets
Welfare
1
$240K premiums
Participants
401
7535 N PALM AVE #201 - FRESNO, CA 93711559-437-0887
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $19.5M assets / 301 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
64%top
- JOHN HANCOCK LIFE INSURANCE COMPANY64%
- (Not disclosed)36%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $240K premiums / 285 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$143K
- Vision$143K
- Life$97K
- Long-term disability$97K
- Other$97K
- Short-term disability$33K
Carrier market share
Premium dollars by Schedule A carrier
60%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA60%
- UNITED OF OMAHA LIFE INSURANCE COMPANY27%
- UNUM LIFE INSURANCE COMPANY OF AMERICA14%
Broker market share
Schedule A broker compensation
88%top
- JAMES G. PARKER INSURANCE88%
- HOLLERN & ASSOCIATES INCORPORATED9%
- CASEY JAMES KUGLER1%
- STEPHANIE NOELLE KUGLER1%
- SALVADOR HEREDIA0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TETER, INC. 401(K) PLAN
401k
Assets$12.5M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TETER, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.0M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
TETER, INC. HEALTH & WELFARE BENEFIT PLAN
Mixed - NATIONAL GUARDIAN LIFE INSURANCE COMPANY
Premiums$240K
Covered lives285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TETER, INC. 401(K) PLAN | 401k | $12.5M | 169 | 2024 | |
| 002 | TETER, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.0M | 132 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | TETER, INC. HEALTH & WELFARE BENEFIT PLAN | Mixed | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $240K | 285 | 2025 |
Retirement plans
Welfare plans