PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FERRER MECHANICAL SERVICES INC
Sponsor portfolio

FERRER MECHANICAL SERVICES INC

EIN 90-0866401-construction-Latest filing 2025
Plans
3
Retirement
2
$3.8M assets
Welfare
1
$130K premiums
Participants
325
2801 FORTUNE CIRCLE EAST STE F - INDIANAPOLIS, IN 46241317-757-2019ferrerms.comLinkedIn1-10 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$2.0M - 77 part#001401k-$1.7M - 100 part#501Fully Insured-$130K - 148 lives

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 177 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • EMPLOYEE STOCK OWNERSHIP (#002)54%
  • MECHANICAL SERVICES 401(K) (#001)46%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MECHANICAL SERVICES 401(K) (#001)100
  • EMPLOYEE STOCK OWNERSHIP (#002)77
Total 177Click row to drill in

Benefits portfolio analytics

1 plan / $130K premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$130K
  • Vision$130K
  • Life$130K
  • Short-term disability$130K
  • Other$130K
Total $130K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $130K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • J.D. RESLEY ASSOCIATES INC100%
Total $13K1 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

FERRER MECHANICAL SERVICES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.0M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FERRER MECHANICAL SERVICES 401(K) PLAN

401k

Assets$1.7M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FERRER MECHANICAL SERVICES INC WELFARE BENEFITS PLAN

Fully Insured - GUARDIAN

Premiums$130K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FERRER MECHANICAL SERVICES EMPLOYEE STOCK OWNERSHIP PLANESOP$2.0M772024
001FERRER MECHANICAL SERVICES 401(K) PLAN401k$1.7M1002025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FERRER MECHANICAL SERVICES INC WELFARE BENEFITS PLANFully InsuredGUARDIAN$130K1482025
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