Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE DUDE ABIDES, INC.
EIN 82-3322387Real Estate and Rental and LeasingLatest filing 2024
Plans
3
Retirement
2
$10.4M assets
Welfare
1
$1.9M premiums
Participants
758
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $10.4M assets / 492 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
85%top
- ADP BROKER-DEALER85%
- (Not disclosed)15%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 416 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Vision$1.6M
- Dental$123K
- Other$117K
- Life$102K
- Short-term disability$76K
Carrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- DELTA DENTAL OF CALIFORNIA7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
67%top
- JONATHAN FRISCH67%
- MCGRIFF INSURANCE SERVICES INC26%
- CENTRO BENEFITS RESEARCH LLC5%
- DIGITAL INSURANCE LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE DUDE ABIDES 401(K) PLAN
401k
Assets$8.8M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE DUDE ABIDES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.6M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE DUDE ABIDES LLC DBA LENSRENTALS
Fully Insured - BLUE CROSS BLUE SHIELD OF TN
Premiums$1.9M
Covered lives416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE DUDE ABIDES 401(K) PLAN | 401k | $8.8M | 244 | 2024 | |
| 002 | THE DUDE ABIDES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.6M | 248 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE DUDE ABIDES LLC DBA LENSRENTALS | Fully Insured | BLUE CROSS BLUE SHIELD OF TN | $1.9M | 416 | 2024 |
Retirement plans
Welfare plans