Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
DONALD SOUZA CONSTRUCTION, INC.
EIN 33-0471915ConstructionLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
5
P.O. BOX 1752 - BIG BEAR LAKE, CA 92315909-292-6675
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 5 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#002
DONALD SOUZA CONSTRUCTION CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$859K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DONALD SOUZA CONSTRUCTION 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$367K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DONALD SOUZA CONSTRUCTION CASH BALANCE PENSION PLAN & TRUST | CashBalance | $859K | 2 | 2024 | |
| 001 | DONALD SOUZA CONSTRUCTION 401(K) PROFIT SHARING PLAN & TRUST | 401k | $367K | 3 | 2025 |
Retirement plans