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Sponsor portfolio

CLUTCH CO., LLC

EIN 87-0772231-Latest filing 2025
Plans
2
Retirement
1
$8.9M assets
Welfare
1
$42K premiums
Participants
194
1800 MASSACHUSETTS AVE, NW - WASHINGTON, DC 20036650-762-6217
Plans on this EIN
2 filings
#001401k-$8.9M - 137 part#501Mixed-$42K - 53 lives

Benefits portfolio analytics

1 plan / $42K premiums / 53 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$42K
  • Short-term disability$42K
  • Long-term disability$42K
  • Other$42K
Total $42K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $42K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $5K1 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

CLUTCH CO. LLC DBA CLUTCH 401(K) PLAN

401k

Assets$8.9M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLUTCH CO LLC HEALTH & WELFARE PLANS

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$42K
Covered lives53
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLUTCH CO. LLC DBA CLUTCH 401(K) PLAN401k$8.9M1372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLUTCH CO LLC HEALTH & WELFARE PLANSMixedSUN LIFE ASSURANCE COMPANY OF CANADA$42K532025
Retirement plans
Welfare plans
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