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Sponsor portfolioTH

KITCHELL CORPORATION

EIN 86-0181400-construction-Latest filing 2025
Plans
3
Retirement
2
$153.7M assets
Welfare
1
$749K premiums
Participants
2,262
1707 EAST HIGHLAND AVENUE, SUITE 100 - PHOENIX, AZ 85016602-264-4411kitchell.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
3 filings
#003401k-$87.3M - 985 part#001ProfitSharing-$66.4M - 655 part#501Mixed-$749K - 734 lives

Retirement portfolio analytics

2 plans aggregated / $153.7M assets / 1,640 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • TAX DEFERRED Savings (#003)57%
  • PROFIT SHARING PLAN (#001)43%
Total $153.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
Total $153.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TAX DEFERRED Savings (#003)985
  • PROFIT SHARING PLAN (#001)655
Total 1,640Click row to drill in

Benefits portfolio analytics

1 plan / $749K premiums / 734 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$664K
  • Life$521K
  • Long-term disability$521K
  • Vision$85K
Total $749K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA81%
  • VISION SERVICE PLAN11%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • CURALINC HEALTHCARE3%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $749K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $110K1 slice

Plan deep-dives

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

KITCHELL AFFILIATES EMPLOYEES' TAX DEFERRED SAVINGS PLAN

401k

Assets$87.3M
Participants985
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KITCHELL AFFILIATES EMPLOYEES' PROFIT SHARING PLAN

ProfitSharing

Assets$66.4M
Participants655
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KITCHELL CORP GROUP INSURANCE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$749K
Covered lives734
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003KITCHELL AFFILIATES EMPLOYEES' TAX DEFERRED SAVINGS PLAN401k$87.3M9852024
001KITCHELL AFFILIATES EMPLOYEES' PROFIT SHARING PLANProfitSharing$66.4M6552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KITCHELL CORP GROUP INSURANCE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$749K7342025
Retirement plans
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