PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MASTAGNI HOLSTEDT APC
Sponsor portfolio

MASTAGNI HOLSTEDT APC

EIN 94-2678460-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$72K premiums
Participants
233
6645 SUTTER AVENUE, P.O. BOX 2484 - CARMICHAEL, CA 95609916-947-8277
Plans on this EIN
2 filings
#001401k-$9.8M - 125 part#501Mixed-$72K - 106 lives

Benefits portfolio analytics

1 plan / $72K premiums / 106 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$49K
  • Other$16K
  • Vision$10K
  • Life$3K
Total $74K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • UNITEDHEALTHCARE INSURANCE COMPANY66%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY21%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Total $74K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VERUS INSURANCE SERVICES, LLC100%
Total $8K1 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

MASTAGNI HOLSTEDT APC 401K PLAN

401k

Assets$9.8M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MASTAGNI HOLSTEDT APC WELFARE BENEFITS PLAN

Mixed - CYPRESS DENTAL

Premiums$72K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MASTAGNI HOLSTEDT APC 401K PLAN401k$9.8M1252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MASTAGNI HOLSTEDT APC WELFARE BENEFITS PLANMixedCYPRESS DENTAL$72K1062025
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