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Sponsor portfolio

SAN JOSE ELECTRIC, INC

EIN 87-1713429-Construction-Latest filing 2025
Plans
2
Retirement
2
$999K assets
Welfare
0
Participants
22
17505 WAGNER ROAD - LOS GATOS, CA 95032510-715-2433
Plans on this EIN
2 filings
#001ProfitSharing-$850K - 12 part#002401k-$149K - 10 part

Retirement portfolio analytics

2 plans aggregated / $999K assets / 22 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • ELECTRIC RETIREMENT PLAN (#001)85%
  • CONTRACTORS RETIREMENT PLAN (#002)15%
Total $999KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ELECTRIC RETIREMENT PLAN (#001)12
  • CONTRACTORS RETIREMENT PLAN (#002)10
Total 22Click 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#001

SAN JOSE ELECTRIC RETIREMENT PLAN

ProfitSharing

Assets$850K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE CONTRACTORS RETIREMENT PLAN

401k

Assets$149K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAN JOSE ELECTRIC RETIREMENT PLANProfitSharing$850K122025
002THE CONTRACTORS RETIREMENT PLAN401k$149K102025
Retirement plans
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