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Sponsor portfolioTH

ASM AFFILIATES, INC.

EIN 95-3163341-environmental services-Latest filing 2025
Plans
3
Retirement
2
$13.5M assets
Welfare
1
$12K premiums
Participants
371
2701 LOKER AVE W - CARLSBAD, CA 92010760-804-5757asmaffiliates.comLinkedIn51-200 employeesenvironmental services
Plans on this EIN
3 filings
#002ESOP-$8.0M - 149 part#001401k-$5.5M - 115 part#502Fully Insured-$12K - 108 lives

Retirement portfolio analytics

2 plans aggregated / $13.5M assets / 264 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN AND TRUST (#002)59%
  • PROFIT SHARING PLAN (#001)41%
Total $13.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)149
  • PROFIT SHARING PLAN (#001)115
Total 264Click row to drill in

Benefits portfolio analytics

1 plan / $12K premiums / 108 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $12K1 slice

Broker market share

Schedule A broker compensation

Split broker
64%top
  • GARY R SIMS64%
  • ASSUREDPARTNERS22%
  • ROGERS BENEFIT GROUP INC13%
Total $2K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ASM AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$8.0M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ASM AFFILIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$5.5M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ASM AFFILIATES INC BENEFIT PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$12K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ASM AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$8.0M1492024
001ASM AFFILIATES, INC. 401(K) PROFIT SHARING PLAN401k$5.5M1152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ASM AFFILIATES INC BENEFIT PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$12K1082025
Retirement plans
Welfare plans
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