Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SITE WERX EXCAVATING LLC
EIN 81-1526777ConstructionLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
36
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 36 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
SITE WERX EXCAVATING RETIREMENT PLAN
401k
Assets$538K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SITE WERX EXCAVATING, LLC CASH BALANCE PLAN
CashBalance
Assets$514K
Participants19
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 | SITE WERX EXCAVATING RETIREMENT PLAN | 401k | $538K | 17 | 2024 | |
| 002 | SITE WERX EXCAVATING, LLC CASH BALANCE PLAN | CashBalance | $514K | 19 | 2024 |
Retirement plans