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  2. CATERING CONNECTION, INC.
Sponsor portfolio

CATERING CONNECTION, INC.

EIN 26-2591343-Accommodation and Food Services-Latest filing 2025
Plans
3
Retirement
3
$2.0M assets
Welfare
0
Participants
32
P.O. BOX 3356 - SANTA BARBARA, CA 93130805-680-1144cateringconnectiononline.comLinkedIn11-50 employees
Plans on this EIN
3 filings
#002CashBalance-$1.0M - 10 part#004401k-$838K - 11 part#003ProfitSharing-$193K - 11 part

Retirement portfolio analytics

3 plans aggregated / $2.0M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

49%top
  • CASH BALANCE PENSION (#002)49%
  • CONNECTION, INC. 401(K) (#004)41%
  • PROFIT SHARING PLAN (#003)9%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONNECTION, INC. 401(K) (#004)11
  • PROFIT SHARING PLAN (#003)11
  • CASH BALANCE PENSION (#002)10
Total 32Click 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

CATERING CONNECTION, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$1.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CATERING CONNECTION, INC. 401(K) PLAN

401k

Assets$838K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CATERING CONNECTION, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$193K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002CATERING CONNECTION, INC. CASH BALANCE PENSION PLANCashBalance$1.0M102025
004CATERING CONNECTION, INC. 401(K) PLAN401k$838K112024
003CATERING CONNECTION, INC. PROFIT SHARING PLANProfitSharing$193K112024
Retirement plans
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