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  2. RICK BERRY, INC. DBA CAL CUSTOM TILE
Sponsor portfolio

RICK BERRY, INC. DBA CAL CUSTOM TILE

EIN 77-0342968-Construction-Latest filing 2025
Plans
2
Retirement
1
$56K assets
Welfare
1
$50K premiums
Participants
260
5151 N PALM AVENUE, SUITE 920 - FRESNO, CA 93704559-224-7656
Plans on this EIN
2 filings
#002401k-$56K - 128 part#501Fully Insured-$50K - 132 lives

Benefits portfolio analytics

1 plan / $50K premiums / 132 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$51K
  • Vision$51K
  • Life$51K
  • Other$51K
Total $51K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $51K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $6K1 slice

Plan deep-dives

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

CAL CUSTOM TILE 401(K) PLAN

401k

Assets$56K
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIFE INSURANCE

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$50K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAL CUSTOM TILE 401(K) PLAN401k$56K1282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIFE INSURANCEFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$50K1322025
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