Filings through Oct 24, 2026.

Fairbanks Morse, LLC

EIN 81-2933620machineryLatest filing 2025

Plans

Retirement

$143.6M assets

Health & Benefits

$1.1M premiums

Participants

3,257

701 WHITE AVENUE - BELOIT, WI 53511800-356-6955fmdefense.comLinkedIn1001-5000 employeesmachinery

Plans on this EIN

3 filings

#001401(k)-$139.9M - 1,825 part #002Traditional DB-$3.7M - 59 part #501Mixed-$1.1M - 1,373 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $143.6M assets / 1,884 participants

Assets by plan

Share of aggregate retirement assets

MORSE RETIREMENT Savings (#001)$139.9M
LLC RETIREMENT PROGRAM (#002)$3.7M

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

CHARLES SCHWAB & CO., INC.$139.9M
(Not disclosed)$3.7M

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,373 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$946K
Life$758K
Long-term disability$758K
Vision$144K

See carrier and broker market share with Pro.

Pro unlocks:

Top carriers and their premium share
Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

FAIRBANKS MORSE RETIREMENT SAVINGS PLAN

401(k)

Assets$139.9M

Participants1,825

On the plan page

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan

Retirement#002