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Sponsor portfolio

ENGSTROM CONSTRUCTION INC

EIN 84-4539183-Construction-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
6
46393 BLACK HAWK DRIVE - INDIAN WELLS, CA 92210760-668-3961
Plans on this EIN
2 filings
#002CashBalance-$2.1M - 3 part#001401k-$299K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • CASH BALANCE PLAN (#002)87%
  • INC 401K PLAN (#001)13%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • INC 401K PLAN (#001)3
Total 6Click 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

ENGSTROM CONSTRUCTION INC CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ENGSTROM CONSTRUCTION INC 401K PLAN

401k

Assets$299K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ENGSTROM CONSTRUCTION INC CASH BALANCE PLANCashBalance$2.1M32025
001ENGSTROM CONSTRUCTION INC 401K PLAN401k$299K32025
Retirement plans
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