Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolioTH
Utility Specialists Southwest, Inc
EIN 86-0685281Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
79
4429 MORENA BLVD - SAN DIEGO, CA 92117858-581-2250
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.3M assets / 79 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
UTILITY SPECIALISTS SOUTHWEST 401(K) PROFIT SHARING PLAN
401(k)
Assets$6.6M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UTILITY SPECIALISTS CASH BALANCE PLAN
Cash balance
Assets$2.7M
Participants31
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 | UTILITY SPECIALISTS SOUTHWEST 401(K) PROFIT SHARING PLAN | 401(k) | $6.6M | 48 | 2025 | |
| 002 | UTILITY SPECIALISTS CASH BALANCE PLAN | Cash balance | $2.7M | 31 | 2025 |
Retirement plans