Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KE GUTRIDGE, LLC
EIN 82-1007719ConstructionLatest filing 2024
Plans
3
Retirement
2
$14.1M assets
Welfare
1
$896K premiums
Participants
601
88 SOUTH SECOND STREET - NEWARK, OH 43055740-349-9411
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $14.1M assets / 601 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
61%top
- TRANSAMERICA RETIREMENT SOLUTIONS61%
- (Not disclosed)39%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $896K premiums / 0 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PAN-AMERICAN LIFE INSURANCE COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KE GUTRIDGE, LLC 401(K) PLAN
401k
Assets$8.6M
Participants287
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE CONTRACTORS RETIREMENT PLAN
ProfitSharing
Assets$5.5M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GUTRIDGE HEALTH BENEFITS PLAN
Self Funded - PAN AMERICA LIFE INSURANCE COMPANY
Premiums$896K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KE GUTRIDGE, LLC 401(K) PLAN | 401k | $8.6M | 287 | 2024 | |
| 002 | THE CONTRACTORS RETIREMENT PLAN | ProfitSharing | $5.5M | 314 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GUTRIDGE HEALTH BENEFITS PLAN | Self Funded | PAN AMERICA LIFE INSURANCE COMPANY | $896K | 0 | 2024 |
Retirement plans
Welfare plans