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Sponsor portfolio

BEEZ ELECTRIC, INC.

EIN 39-1936579-Construction-Latest filing 2025
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
33
PO BOX 2332 - OSHKOSH, WI 54903920-231-6655
Plans on this EIN
2 filings
#001401k-$3.8M - 17 part#002CashBalance-$2.4M - 16 part

Retirement portfolio analytics

2 plans aggregated / $6.2M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $6.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)17
  • CASH BALANCE PLAN (#002)16
Total 33Click 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#001

BEEZ ELECTRIC, INC. 401K PROFIT SHARING PLAN

401k

Assets$3.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BEEZ ELECTRIC, INC. CASH BALANCE PLAN

CashBalance

Assets$2.4M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BEEZ ELECTRIC, INC. 401K PROFIT SHARING PLAN401k$3.8M172025
002BEEZ ELECTRIC, INC. CASH BALANCE PLANCashBalance$2.4M162025
Retirement plans
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