PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. A&W MANAGEMENT HOLDINGS, LLC
Sponsor portfolio

A&W MANAGEMENT HOLDINGS, LLC

EIN 83-2795772-Latest filing 2025
Plans
3
Retirement
2
$21.2M assets
Welfare
1
$84K premiums
Participants
453
1301 FORUM WAY SOUTH - FORT WORTH, TX 76140817-704-7346
Plans on this EIN
3 filings
#002CashBalance-$14.2M - 158 part#001401k-$7.0M - 164 part#501Mixed-$84K - 130 lives

Retirement portfolio analytics

2 plans aggregated / $21.2M assets / 322 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • CASH BALANCE PLAN (#002)67%
  • A&W ENERGY 401(K) (#001)33%
Total $21.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
67%top
  • (Not disclosed)67%
  • JOHN HANCOCK LIFE INSURANCE COMPANY33%
Total $21.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • A&W ENERGY 401(K) (#001)164
  • CASH BALANCE PLAN (#002)158
Total 322Click row to drill in

Benefits portfolio analytics

1 plan / $84K premiums / 130 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$84K
  • Vision$84K
  • Life$84K
  • Short-term disability$84K
  • Long-term disability$84K
  • Other$84K
Total $84K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $84K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $15K1 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

A&W ENERGY CASH BALANCE PLAN

CashBalance

Assets$14.2M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

A&W ENERGY 401(K) PLAN

401k

Assets$7.0M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A&W MANAGEMENT HOLDINGS, LLC EMPLOYEE WELFARE BENEFITS PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY

Premiums$84K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002A&W ENERGY CASH BALANCE PLANCashBalance$14.2M1582024
001A&W ENERGY 401(K) PLAN401k$7.0M1642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A&W MANAGEMENT HOLDINGS, LLC EMPLOYEE WELFARE BENEFITS PLANMixedGUARDIAN LIFE INSURANCE COMPANY$84K1302025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica