Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETE MOFFAT CONSTRUCTION INC.
EIN 77-0268938constructionLatest filing 2025
Plans
2
Retirement
2
$20.3M assets
Welfare
0
Participants
135
947 INDUSTRIAL AVE. - PALO ALTO, CA 94303650-313-2393petemoffat.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.3M assets / 135 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
PETE MOFFAT CONSTRUCTION, INC. 401(K) PLAN
401k
Assets$13.5M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PETE MOFFAT CONSTRUCTION INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.8M
Participants67
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 | PETE MOFFAT CONSTRUCTION, INC. 401(K) PLAN | 401k | $13.5M | 68 | 2025 | |
| 002 | PETE MOFFAT CONSTRUCTION INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.8M | 67 | 2025 |
Retirement plans