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Sponsor portfolio

SPW CONSTRUCTION, INC.

EIN 61-1810006-Construction-Latest filing 2025
Plans
2
Retirement
2
$9.9M assets
Welfare
0
Participants
74
1808 ASTON AVENUE, STE 100 - CARLSBAD, CA 92008760-931-1130
Plans on this EIN
2 filings
#002ESOP-$5.2M - 36 part#001401k-$4.7M - 38 part

Retirement portfolio analytics

2 plans aggregated / $9.9M assets / 74 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • EMPLOYEE STOCK OWNERSHIP (#002)52%
  • PLAN AND TRUST (#001)48%
Total $9.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)38
  • EMPLOYEE STOCK OWNERSHIP (#002)36
Total 74Click 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

SPW CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.2M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SPW CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$4.7M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SPW CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$5.2M362025
001SPW CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$4.7M382025
Retirement plans
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