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Sponsor portfolio

COSTA ROOFING

EIN 82-4603675-construction-Latest filing 2025
Plans
2
Retirement
2
$717K assets
Welfare
0
Participants
19
16206 HAWTHORNE BLVD - LAWNDALE BLVD, CA 90260424-218-6573costaroof.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#002CashBalance-$541K - 10 part#001401k-$176K - 9 part

Retirement portfolio analytics

2 plans aggregated / $717K assets / 19 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CASH BALANCE PLAN (#002)75%
  • COSTA ROOFING 401(K) (#001)25%
Total $717KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)10
  • COSTA ROOFING 401(K) (#001)9
Total 19Click 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

COSTA ROOFING CASH BALANCE PLAN

CashBalance

Assets$541K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

COSTA ROOFING 401(K) PLAN

401k

Assets$176K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COSTA ROOFING CASH BALANCE PLANCashBalance$541K102025
001COSTA ROOFING 401(K) PLAN401k$176K92025
Retirement plans
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