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Sponsor portfolio

BOTELLA CONSTRUCTION & EXCAVATION, INC.

EIN 25-1891040-Construction-Latest filing 2024
Plans
2
Retirement
2
$814K assets
Welfare
0
Participants
5
90 LOCKSLEY ROAD - GLEN MILLS, PA 19342610-399-3359
Plans on this EIN
2 filings
#002CashBalance-$486K - 2 part#001401k-$328K - 3 part

Retirement portfolio analytics

2 plans aggregated / $814K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CASH BALANCE PLAN (#002)60%
  • & EXCAVATION 401(K) (#001)40%
Total $814KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & EXCAVATION 401(K) (#001)3
  • CASH BALANCE PLAN (#002)2
Total 5Click 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#002

BOTELLA CONSTRUCTION & EXCAVATION CASH BALANCE PLAN

CashBalance

Assets$486K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BOTELLA CONSTRUCTION & EXCAVATION 401(K) PLAN

401k

Assets$328K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BOTELLA CONSTRUCTION & EXCAVATION CASH BALANCE PLANCashBalance$486K22024
001BOTELLA CONSTRUCTION & EXCAVATION 401(K) PLAN401k$328K32024
Retirement plans
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