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  2. COFFMAN EXCAVATION, INC.
Sponsor portfolio

COFFMAN EXCAVATION, INC.

EIN 36-4749989-construction-Latest filing 2024
Plans
2
Retirement
2
$13.3M assets
Welfare
0
Participants
180
13014 S CLACKAMAS RIVER DR - OREGON CITY, OR 97045503-656-7000coffmanexcavation.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#003401k-$8.5M - 140 part#002401k-$4.7M - 40 part

Retirement portfolio analytics

2 plans aggregated / $13.3M assets / 180 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PROFIT SHARING PLAN (#003)64%
  • PROFIT SHARING PLAN (#002)36%
Total $13.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)140
  • PROFIT SHARING PLAN (#002)40
Total 180Click 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

COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN

401k

Assets$8.5M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COFFMAN EXCAVATION, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$4.7M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN401k$8.5M1402024
002COFFMAN EXCAVATION, INC. 401(K) PROFIT SHARING PLAN401k$4.7M402024
Retirement plans
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