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Sponsor portfolio

MENLO ACQUISITION CORPORATION

EIN 77-0332937-investment management-Latest filing 2025
Plans
3
Retirement
2
$22.6M assets
Welfare
1
$40K premiums
Participants
124
P.O. BOX 5430, LANIDEX CENTER, 100 MISTY LANE - PARSIPPANY, NJ 07054973-560-1400LinkedIn1-10 employeesinvestment management
Plans on this EIN
3 filings
#002ESOP-$15.7M - 59 part#001401k-$6.9M - 33 part#501Mixed-$40K - 32 lives

Retirement portfolio analytics

2 plans aggregated / $22.6M assets / 92 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • EMPLOYEE STOCK OWNERSHIP (#002)70%
  • ACQUISITION CORPORATION 401(K) (#001)30%
Total $22.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)59
  • ACQUISITION CORPORATION 401(K) (#001)33
Total 92Click row to drill in

Benefits portfolio analytics

1 plan / $40K premiums / 32 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$15K
  • Long-term disability$9K
  • Life$7K
  • Vision$5K
  • Other$5K
Total $40K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA40%
  • DELTA DENTAL OF CALIFORNIA37%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • ALPHA DENTAL PROGRAMS, INC.1%
Total $40K5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • MARSH & MCLENNAN AGENCY LLC90%
  • ANDREW THOMAS CABRERA3%
  • THE NIA GROUP3%
  • GILBERT J WEISMAN2%
  • CRISTA MARIE FINOCCHIO1%
  • +3 more
Total $5K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MENLO ACQUISITION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$15.7M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MENLO ACQUISITION CORPORATION 401(K) PLAN

401k

Assets$6.9M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MENLO ACQUISITION CORPORATION FLEXIBLE BENEFITS PLAN

Mixed - DELTA DENTAL OF NJ, INC.

Premiums$40K
Covered lives32
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MENLO ACQUISITION CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$15.7M592025
001MENLO ACQUISITION CORPORATION 401(K) PLAN401k$6.9M332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MENLO ACQUISITION CORPORATION FLEXIBLE BENEFITS PLANMixedDELTA DENTAL OF NJ, INC.$40K322025
Retirement plans
Welfare plans
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