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  2. WORCESTER ELEVATOR COMPANY, INC.
Sponsor portfolio

WORCESTER ELEVATOR COMPANY, INC.

EIN 04-2670962-facilities services-Latest filing 2025
Plans
2
Retirement
2
$8.3M assets
Welfare
0
Participants
17
2-4 SOUTHBRIDGE STREET - AUBURN, MA 01501508-752-2001worcesterelevator.comLinkedIn11-50 employeesfacilities services
Plans on this EIN
2 filings
#001401k-$6.6M - 6 part#002401k-$1.7M - 11 part

Retirement portfolio analytics

2 plans aggregated / $8.3M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PLAN & TRUST (#001)80%
  • PROFIT SHARING PLAN (#002)20%
Total $8.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)11
  • PLAN & TRUST (#001)6
Total 17Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WORCESTER ELEVATOR COMPANY, INC. 401(K) PLAN & TRUST

401k

Assets$6.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

WORCESTER ELEVATOR COMPANY, INC. UNION 401(K) / PROFIT SHARING PLAN

401k

Assets$1.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WORCESTER ELEVATOR COMPANY, INC. 401(K) PLAN & TRUST401k$6.6M62025
002WORCESTER ELEVATOR COMPANY, INC. UNION 401(K) / PROFIT SHARING PLAN401k$1.7M112025
Retirement plans
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