Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COOLING SOURCE INC
EIN 27-0362283electrical/electronic manufacturingLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
25
2021 LAS POSITAS COURT, SUITE 101 - LIVERMORE, CA 94551925-292-1293coolingsource.comLinkedIn201-500 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 25 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
COOLING SOURCE INC RETIREMENT PLAN
401k
Assets$1.8M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
COOLING SOURCE INC PENSION PLAN
TraditionalDB
Assets$705K
Participants4
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 | COOLING SOURCE INC RETIREMENT PLAN | 401k | $1.8M | 21 | 2024 | |
| 002 | COOLING SOURCE INC PENSION PLAN | TraditionalDB | $705K | 4 | 2025 |
Retirement plans