PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ROYAL T MANAGEMENT
Sponsor portfolio

ROYAL T MANAGEMENT

EIN 77-0168810-real estate-Latest filing 2025
Plans
3
Retirement
2
$4.3M assets
Welfare
1
$815K premiums
Participants
319
7419 N. CEDAR AVENUE, SUITE 102 - FRESNO, CA 93720559-447-9887royaltmanagement.comLinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#001401k-$3.4M - 78 part#002401k-$838K - 89 part#502Fully Insured-$815K - 157 lives

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 167 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • 401(K) RETIREMENT Savings (#001)80%
  • MANAGER RETIREMENT PLAN (#002)20%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MANAGER RETIREMENT PLAN (#002)89
  • 401(K) RETIREMENT Savings (#001)78
Total 167Click row to drill in

Benefits portfolio analytics

1 plan / $815K premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$731K
  • Prescription drug$731K
  • Dental$65K
  • Life$10K
  • Other$10K
  • Vision$9K
Total $815K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN1%
Total $815K4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HUB INTERNATIONAL MIDWEST LIMITED95%
  • CENTERSTONE INSURANCE AND FINANCIAL5%
Total $44K2 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

ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$3.4M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROYAL T MANAGEMENT 401(K) MANAGER RETIREMENT PLAN

401k

Assets$838K
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROYAL T MANAGEMENT HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$815K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROYAL T MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN401k$3.4M782025
002ROYAL T MANAGEMENT 401(K) MANAGER RETIREMENT PLAN401k$838K892025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROYAL T MANAGEMENT HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$815K1572025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica