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E4 UTILITY DESIGN

EIN 47-5561416-utilities-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
35
1211 PUERTA DEL SOL, STE 270 - SAN CLEMENTE, CA 92673949-582-2755e4design.comLinkedIn11-50 employeesutilities
Plans on this EIN
2 filings
#001401k-$4.3M - 35 part#003CashBalance-$600 - 0 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 35 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • UTILITY DESIGN 401(K) (#001)100%
  • CASH BALANCE PENSION (#003)0%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UTILITY DESIGN 401(K) (#001)35
Total 35Click 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

E4 UTILITY DESIGN 401(K) PLAN

401k

Assets$4.3M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

E4 UTILITY DESIGN CASH BALANCE PENSION PLAN

CashBalance

Assets$600
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001E4 UTILITY DESIGN 401(K) PLAN401k$4.3M352025
003E4 UTILITY DESIGN CASH BALANCE PENSION PLANCashBalance$60002025
Retirement plans
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