Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOOREA INVESTMENTS, INC.
EIN 20-4757296constructionLatest filing 2025
Plans
2
Retirement
2
$30.7M assets
Welfare
0
Participants
95
10114 SHOEMAKER AVE. - SANTA FE SPRINGS, CA 906703404562-786-6094rpicoating.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $30.7M assets / 95 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#002
MOOREA INVESTMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$25.4M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MOOREA INVESTMENTS, INC. 401(K) PLAN
401k
Assets$5.3M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MOOREA INVESTMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $25.4M | 47 | 2025 | |
| 001 | MOOREA INVESTMENTS, INC. 401(K) PLAN | 401k | $5.3M | 48 | 2025 |
Retirement plans