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Sponsor portfolio

DWFRITZ AUTOMATION, LLC

EIN 93-0773498-industrial automation-Latest filing 2025
Plans
2
Retirement
1
$33.1M assets
Welfare
1
$257K premiums
Participants
426
9600 SW BOECKMAN ROAD - WILSONVILLE, OR 97070503-598-9393dwfritz.comLinkedIn201-500 employeesindustrial automation
Plans on this EIN
2 filings
#001401k-$33.1M - 294 part#501Mixed-$257K - 842 lives

Benefits portfolio analytics

1 plan / $257K premiums / 842 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$127K
  • Life$112K
  • Short-term disability$112K
  • Long-term disability$112K
  • Other$112K
  • Vision$17K
Total $257K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • DELTA DENTAL OF CALIFORNIA50%
  • HARTFORD LIFE AND ACCIDENT44%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
Total $257K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE PARTNERS GROUP100%
Total $10K1 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

DWFRITZ AUTOMATION LLC 401(K) PLAN

401k

Assets$33.1M
Participants294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DWFRITZ AUTOMATION, LLC WELFARE BENEFITS PLAN

Mixed - OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON

Premiums$257K
Covered lives842
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DWFRITZ AUTOMATION LLC 401(K) PLAN401k$33.1M2942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DWFRITZ AUTOMATION, LLC WELFARE BENEFITS PLANMixedOREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON$257K8422025
Retirement plans
Welfare plans
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