Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CATES MACHINE SHOP INC
EIN 75-1913943machineryLatest filing 2025
Plans
2
Retirement
2
$488K assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $488K assets / 10 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
CATES MACHINE SHOP INC SAFE HARBOR 401(K) PLAN
401k
Assets$471K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CATES MACHINE SHOP, INC. SAFE HARBOR 401(K) PLAN
401k
Assets$17K
Participants1
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 | CATES MACHINE SHOP INC SAFE HARBOR 401(K) PLAN | 401k | $471K | 9 | 2024 | |
| 002 | CATES MACHINE SHOP, INC. SAFE HARBOR 401(K) PLAN | 401k | $17K | 1 | 2025 |
Retirement plans
Welfare plans