Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
Mixed - STANDARD INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARPER HOUF PETERSON RIGHELLIS, INC. 401(K) RETIREMENT PLAN | 401k | $31.5M | 87 | 2025 | |
| 002 | HARPER HOUF PETERSON RIGHELLIS, INC. OPEN 401(K) RETIREMENT PLAN | 401k | $1.5M | 35 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HARPER HOUF PETERSON RIGHELLIS WELFARE PLAN | Mixed | STANDARD INSURANCE COMPANY | $70K | 102 | 2025 |