Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AAQUATOOLS, INC.
EIN 20-1630097wine and spiritsLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
9
3233 FITZGERALD ROAD, SUITE B - RANCHO CORDOVA, CA 957426813916-635-2922aaquatools.comLinkedIn1-10 employeeswine and spirits
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AAQUATOOLS, INC. 401(K) PLAN
401k
Assets$1.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AAQUATOOLS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$999K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AAQUATOOLS, INC. 401(K) PLAN | 401k | $1.7M | 7 | 2024 | |
| 002 | AAQUATOOLS, INC. CASH BALANCE PENSION PLAN | CashBalance | $999K | 2 | 2024 |
Retirement plans