Assets by plan
Share of aggregate retirement assets
66%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
TraditionalDB
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPRETTO, LLC PROFIT SHARING PLAN | 401k | $9.5M | 140 | 2024 | |
| 002 | CAPRETTO, LLC VIP PLAN | TraditionalDB | $4.9M | 57 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CAPRETTO WELFARE BENEFIT PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $57K | 97 | 2025 |