Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $4.9M assets / 200 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $130K premiums / 148 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Fully insured - GUARDIAN
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FERRER MECHANICAL SERVICES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.2M | 100 | 2025 |
| #001 | FERRER MECHANICAL SERVICES 401(K) PLAN | 401(k) | $1.7M | 100 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FERRER MECHANICAL SERVICES INC WELFARE BENEFITS PLAN | Fully insured | GUARDIAN | $130K | 148 | 2025 |