Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CSI HOLDINGS COMPANY
EIN 33-0483378constructionLatest filing 2025
Plans
2
Retirement
2
$18.0M assets
Welfare
0
Participants
259
9685 VIA EXCELENCIA, SUITE 200 - SAN DIEGO, CA 92126858-536-3100coffmanspecialties.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.0M assets / 259 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
COFFMAN SPECIALITIES, INC 401(K) PROFIT SHARING PLAN
401k
Assets$14.9M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COFFMAN SPECIALTIES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.1M
Participants69
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 | COFFMAN SPECIALITIES, INC 401(K) PROFIT SHARING PLAN | 401k | $14.9M | 190 | 2024 | |
| 002 | COFFMAN SPECIALTIES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.1M | 69 | 2025 |
Retirement plans