PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ANDY GUMP, INC.
Sponsor portfolio

ANDY GUMP, INC.

EIN 95-2588604-retail-Latest filing 2025
Plans
5
Retirement
4
$19.1M assets
Welfare
1
$1.9M premiums
Participants
478
26410 SUMMIT CIRCLE - SANTA CLARITA, CA 91350661-977-3834LinkedIn51-200 employeesretail
Plans on this EIN
5 filings
#001401k-$8.3M - 70 part#004401k-$5.5M - 79 part#003401k-$3.7M - 61 part#002401k-$1.6M - 65 part#501Fully Insured-$1.9M - 244 lives

Retirement portfolio analytics

4 plans aggregated / $19.1M assets / 275 participants

Assets by plan

Share of aggregate retirement assets

43%top
  • & INVESTMENT PLAN (#001)43%
  • & INVESTMENT PLAN (#004)29%
  • & INVESTMENT PLAN (#003)19%
  • & INVESTMENT PLAN (#002)8%
Total $19.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & INVESTMENT PLAN (#004)79
  • & INVESTMENT PLAN (#001)70
  • & INVESTMENT PLAN (#002)65
  • & INVESTMENT PLAN (#003)61
Total 275Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$157K
  • Vision$157K
  • Life$157K
  • Short-term disability$157K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • KAISER FOUNDATION HEALTH PLAN INC92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $67K1 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

ANDY GUMP, INC. 401(K) SAVINGS & INVESTMENT PLAN

401k

Assets$8.3M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ANDY GUMP, INC. 401(K) SAVINGS & INVESTMENT PLAN

401k

Assets$5.5M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ANDY GUMP, INC. 401(K) SAVINGS & INVESTMENT PLAN

401k

Assets$3.7M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANDY GUMP, INC. 401(K) SAVINGS & INVESTMENT PLAN

401k

Assets$1.6M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANDY GUMP HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.9M
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001ANDY GUMP, INC. 401(K) SAVINGS & INVESTMENT PLAN401k$8.3M702025
004ANDY GUMP, INC. 401(K) SAVINGS & INVESTMENT PLAN401k$5.5M792025
003ANDY GUMP, INC. 401(K) SAVINGS & INVESTMENT PLAN401k$3.7M612025
002ANDY GUMP, INC. 401(K) SAVINGS & INVESTMENT PLAN401k$1.6M652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANDY GUMP HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$1.9M2442025
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