Assets by plan
Share of aggregate retirement assets
59%top
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
Fully Insured - BLUE CROSS OF CALIFORNIA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ADI CALIFORNIA 401K PLAN AND TRUST | 401k | $7.5M | 67 | 2025 | |
| 001 | ADI 401K PLAN AND TRUST | 401k | $5.2M | 62 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | AMERICAN DAWN MEDICAL AND LIFE INSURANCE | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.8M | 124 | 2025 |