Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
ESOP
401k
Mixed - PACE UNDERWRITERS
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | OFTEDAL CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $43.1M | 257 | 2024 | |
| 003 | OFTEDAL CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | 401k | $12.6M | 231 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OFTEDAL CONSTRUCTION HEALTH BENEFITS PLAN | Mixed | PACE UNDERWRITERS | $472K | 189 | 2024 |