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Sponsor portfolio

ESU, INC.

EIN 33-0639963-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
13
6767 NANCY RIDGE DRIVE - SAN DIEGO, CA 92121858-558-2850
Plans on this EIN
2 filings
#003TraditionalDB-$1.5M - 3 part#002401k-$1.3M - 10 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • DEFINED BENEFIT PLAN (#003)54%
  • ESU, INC. 401(K) (#002)46%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ESU, INC. 401(K) (#002)10
  • DEFINED BENEFIT PLAN (#003)3
Total 13Click 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#003

ESU, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ESU, INC. 401(K) PLAN

401k

Assets$1.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ESU, INC. DEFINED BENEFIT PLANTraditionalDB$1.5M32025
002ESU, INC. 401(K) PLAN401k$1.3M102025
Retirement plans
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