Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANKROM MOISAN ARCHITECTS, INC.
EIN 93-1014387Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$36.6M assets
Welfare
1
$146K premiums
Participants
884
38 NW DAVIS STREET, SUITE 300 - PORTLAND, OR 972094062503-245-7100
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $36.6M assets / 737 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
77%top
- CHARLES SCHWAB & CO., INC.77%
- (Not disclosed)23%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $146K premiums / 140 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$56K
- Life$35K
- Other$35K
- Vision$27K
- Short-term disability$17K
- Dental$12K
Carrier market share
Premium dollars by Schedule A carrier
74%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY74%
- VISION SERVICE PLAN18%
- WILLAMETTE DENTAL INSURANCE, INC.8%
Broker market share
Schedule A broker compensation
77%top
- USI INSURANCE SERVICES LLC77%
- PARKER SMITH & FEEK INC.23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ANKROM MOISAN ARCHITECTS 401(K) PLAN
401k
Assets$28.2M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANKROM MOISAN ASSOCIATED ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.4M
Participants449
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ANKROM MOISAN HEALTH AND WELFARE EMPLOYEE BENEFITS
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$146K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANKROM MOISAN ARCHITECTS 401(K) PLAN | 401k | $28.2M | 288 | 2024 | |
| 002 | ANKROM MOISAN ASSOCIATED ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.4M | 449 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ANKROM MOISAN HEALTH AND WELFARE EMPLOYEE BENEFITS | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $146K | 140 | 2024 |
Retirement plans
Welfare plans