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  2. APPLIED RESEARCH ASSOCIATES, INC.
Sponsor portfolioTH

APPLIED RESEARCH ASSOCIATES, INC.

EIN 85-0276434-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$1.18B assets
Welfare
1
$2.0M premiums
Participants
7,441
4300 SAN MATEO BOULEVARD, NE, SUITE A220 - ALBUQUERQUE, NM 871101295505-881-8074
Plans on this EIN
3 filings
#003ESOP-$605.8M - 2,360 part#001ESOP-$573.0M - 3,103 part#501Mixed-$2.0M - 2,707 lives

Retirement portfolio analytics

2 plans aggregated / $1.18B assets / 5,463 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • RESEARCH ASSOCIATES, INC. (#003)51%
  • PLAN & TRUST (#001)49%
Total $1.18BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
51%top
  • (Not disclosed)51%
  • THE VANGUARD GROUP, INC.49%
Total $1.18BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)3,103
  • RESEARCH ASSOCIATES, INC. (#003)2,360
Total 5,463Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 2,707 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.7M
  • Short-term disability$1.7M
  • Long-term disability$1.7M
  • Other$1.7M
  • Vision$267K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA86%
  • VISION SERVICE PLAN14%
Total $2.0M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

EMPLOYEE STOCK OWNERSHIP PLAN OF APPLIED RESEARCH ASSOCIATES, INC.

ESOP

Assets$605.8M
Participants2,360
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

APPLIED RESEARCH ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

ESOP

Assets$573.0M
Participants3,103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APPLIED RESEARCH ASSOCIATES, INC. FLEXIBLE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$2.0M
Covered lives2,707
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003EMPLOYEE STOCK OWNERSHIP PLAN OF APPLIED RESEARCH ASSOCIATES, INC.ESOP$605.8M2,3602024
001APPLIED RESEARCH ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUSTESOP$573.0M3,1032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APPLIED RESEARCH ASSOCIATES, INC. FLEXIBLE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$2.0M2,7072024
Retirement plans
Welfare plans
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