Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
CUSTOMIZED FLOW SOLUTIONS LLC
EIN 26-2294005oil & energyLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
4
1307 CEDAR TERRACE CT - SUGAR LAND, TX 774795884713-242-1868customizedflow.comLinkedIn1-10 employeesoil & energy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 4 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
CUSTOMIZED FLOW SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CUSTOMIZED FLOW SOLUTIONS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.9M
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 | CUSTOMIZED FLOW SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.7M | 2 | 2025 | |
| 002 | CUSTOMIZED FLOW SOLUTIONS, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.9M | 2 | 2025 |
Retirement plans