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Sponsor portfolio

NICK KOSTECKI EXCAVATING LLC

EIN 20-5950772-Construction-Latest filing 2025
Plans
3
Retirement
2
$1.9M assets
Welfare
1
Participants
13
6364 ROOT RD - SPENCER, OH 44275330-242-0706
Plans on this EIN
3 filings
#001401k-$1.4M - 7 part#002CashBalance-$464K - 2 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • EXCAVATING INC 401(K) (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EXCAVATING INC 401(K) (#001)7
  • CASH BALANCE PLAN (#002)2
Total 9Click 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

NICK KOSTECKI EXCAVATING INC 401(K) PLAN

401k

Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

NICK KOSTECKI EXCAVATING INC CASH BALANCE PLAN

CashBalance

Assets$464K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

NICK KOSTECKI EXCAVATING SOCA BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NICK KOSTECKI EXCAVATING INC 401(K) PLAN401k$1.4M72025
002NICK KOSTECKI EXCAVATING INC CASH BALANCE PLANCashBalance$464K22024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NICK KOSTECKI EXCAVATING SOCA BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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