Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INSULATE SB, INC.
EIN 45-2479826constructionLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
30
130 N CALLE CESAR CHAVEZ, #40 - SANTA BARBARA, CA 93103805-845-3999insulatesb.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 30 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
INSULATE SB, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INSULATE SB, INC. 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$551K
Participants15
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 | INSULATE SB, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 15 | 2025 | |
| 002 | INSULATE SB, INC. 401(K) PROFIT SHARING PLAN | ProfitSharing | $551K | 15 | 2025 |
Retirement plans