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  2. DICK ESSER PLUMBING & HEATING INC.
Sponsor portfolio

DICK ESSER PLUMBING & HEATING INC.

EIN 34-1627990-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$4.1M assets
Welfare
1
Participants
60
1138 LEXINGTON AVE. - LORAIN, OH 44052440-246-5594LinkedIn1-10 employeesindividual & family services
Plans on this EIN
3 filings
#002CashBalance-$3.0M - 18 part#001401k-$1.2M - 33 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 51 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CASH BALANCE PLAN (#002)72%
  • PROFIT SHARING PLAN (#001)28%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)33
  • CASH BALANCE PLAN (#002)18
Total 51Click 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

DICK ESSER PLUMBING & HEATING INC CASH BALANCE PLAN

CashBalance

Assets$3.0M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DICK ESSER PLUMBING & HEATING INC 401K PROFIT SHARING PLAN

401k

Assets$1.2M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

DICK ESSER PLUMBING AND HEATING INC SOCA BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DICK ESSER PLUMBING & HEATING INC CASH BALANCE PLANCashBalance$3.0M182025
001DICK ESSER PLUMBING & HEATING INC 401K PROFIT SHARING PLAN401k$1.2M332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DICK ESSER PLUMBING AND HEATING INC SOCA BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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