PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ANTHONY WADE, INC.
Sponsor portfolio

ANTHONY WADE, INC.

EIN 87-0393205-Latest filing 2025
Plans
2
Retirement
1
$21.5M assets
Welfare
1
$615K premiums
Participants
1,594
150 WEST AUTO MALL DRIVE - ST. GEORGE, UT 84770435-986-7900
Plans on this EIN
2 filings
#001401k-$21.5M - 993 part#503Mixed-$615K - 1,126 lives

Benefits portfolio analytics

1 plan / $615K premiums / 1,126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$615K
  • Dental$346K
  • Life$269K
  • Short-term disability$269K
  • Other$269K
Total $615K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • STARMOUNT LIFE INSURANCE COMPANY56%
  • PRINCIPAL LIFE INSURANCE COMPANY44%
Total $615K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GOLDENWEST INSURANCE SERVICES100%
Total $74K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER 401(K) PLAN

401k

Assets$21.5M
Participants993
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

STEPHEN WADE AUTO CENTERS WELFARE BENEFIT PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$615K
Covered lives1,126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER 401(K) PLAN401k$21.5M9932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503STEPHEN WADE AUTO CENTERS WELFARE BENEFIT PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$615K1,1262025
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