PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FRESNO TRUCK CENTER
Sponsor portfolio

FRESNO TRUCK CENTER

EIN 94-1450759-medical practice-Latest filing 2025
Plans
5
Retirement
2
$101.8M assets
Welfare
3
$1.6M premiums
Participants
2,908
2707 SOUTH EAST AVENUE - FRESNO, CA 93458559-486-4310LinkedIn1-10 employeesmedical practice
Plans on this EIN
5 filings
#001ProfitSharing-$71.0M - 700 part#002401k-$30.8M - 801 part#501Mixed-$1.6M - 467 lives#502Self Funded-0 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $101.8M assets / 1,501 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PROFIT SHARING PLAN (#001)70%
  • TRUCK CENTER 401(K) (#002)30%
Total $101.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • (Not disclosed)70%
  • UBS FINANCIAL SERVICES INC30%
Total $101.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRUCK CENTER 401(K) (#002)801
  • PROFIT SHARING PLAN (#001)700
Total 1,501Click row to drill in

Benefits portfolio analytics

3 plans / $1.6M premiums / 467 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Life$39K
  • Dental$27K
Total $1.6M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • RELIASTAR LIFE INSURANCE COMPANY94%
  • SYMETRA LIFE INSURANCE COMPANY2%
  • SIMPLE DENTAL2%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • PATRIOT GROWTH INSURANCE SERVICES45%
  • FOUNDATION RISK PARTNERS CORP32%
  • THE BALDWIN GROUP WEST LLC23%
Total $293K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FRESNO TRUCK CENTER PROFIT SHARING PLAN

ProfitSharing

Assets$71.0M
Participants700
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FRESNO TRUCK CENTER 401(K) PLAN

401k

Assets$30.8M
Participants801
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRESNO TRUCK CENTER EMPLOYEE HEALTH PLAN-HEALTH & LIFE

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives467
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

FRESNO TRUCK CENTER EMPLOYEE HEALTH CARE PLAN-VISION

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FRESNO TRUCK CENTER 125 PREMIUM ONLY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FRESNO TRUCK CENTER PROFIT SHARING PLANProfitSharing$71.0M7002025
002FRESNO TRUCK CENTER 401(K) PLAN401k$30.8M8012025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRESNO TRUCK CENTER EMPLOYEE HEALTH PLAN-HEALTH & LIFEMixedRELIASTAR LIFE INSURANCE COMPANY$1.6M4672025
502FRESNO TRUCK CENTER EMPLOYEE HEALTH CARE PLAN-VISIONSelf Funded-$002025
503FRESNO TRUCK CENTER 125 PREMIUM ONLY PLANSelf Funded-$002025
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