PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LYLES DIVERSIFIED, INC.
Sponsor portfolioTH

LYLES DIVERSIFIED, INC.

EIN 94-1050189-investment management-Latest filing 2025
Plans
2
Retirement
1
$111.0M assets
Welfare
1
$266K premiums
Participants
776
PO BOX 26085 - FRESNO, CA 93729559-441-1900LinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filings
#001ESOP-$111.0M - 420 part#501Mixed-$266K - 355 lives

Benefits portfolio analytics

1 plan / $266K premiums / 355 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$200K
  • Long-term disability$200K
  • Other$200K
  • Vision$65K
Total $266K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • SYMETRA LIFE INSURANCE COMPANY75%
  • VISION SERVICE PLAN25%
Total $266K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $118K1 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

THE LYLES GROUP 401(K) EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$111.0M
Participants420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LYLES GROUP WELFARE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$266K
Covered lives355
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LYLES GROUP 401(K) EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$111.0M4202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LYLES GROUP WELFARE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$266K3552025
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