Assets by plan
Share of aggregate retirement assets
- INC. 401K PLAN (#002)$31.8M
Filings through .
Top hat
Etr Associates, Inc.
EIN 94-2760764e-learningLatest filing 2025
Plans
3
Retirement
2
$34.5M assets
Health & Benefits
1
$1.3M premiums
Participants
366
500 WESTRIDGE DRIVE, SUITE 102 - WATSONVILLE, CA 95076831-438-4060LinkedIn51-200 employeese-learning
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $34.5M assets / 250 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 117 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Prescription drug$718K
- Life$125K
- Short-term disability$125K
- Long-term disability$125K
- Other$125K
- +2 more
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ETR ASSOCIATES, INC. 401K PLAN
401(k)
Assets$31.8M
Participants215
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ETR ASSOCIATES, INC. PROTOTYPE QUALIFIED MONEY PURCHASE PENSION PLAN
Money purchase
Assets$2.7M
Participants35
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
E T R ASSOCIATES, INC. EMPLOYEE WELFARE BENEFIT PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives117
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ETR ASSOCIATES, INC. 401K PLAN | 401(k) | $31.8M | 215 | 2025 |
| #001 | ETR ASSOCIATES, INC. PROTOTYPE QUALIFIED MONEY PURCHASE PENSION PLAN | Money purchase | $2.7M | 35 | 2025 |
- #002 · 401(k) · 2025215
- #001 · Money purchase · 202535
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | E T R ASSOCIATES, INC. EMPLOYEE WELFARE BENEFIT PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.3M | 117 | 2025 |
- #502 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025117
Retirement plans
Health & Benefits plans