Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COLDSTREAM SERVICE HOLDINGS, INC.
EIN 87-2620740Transportation and WarehousingLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
82
1430 SHERMAN DRIVE - WARRENDALE, PA 15086216-520-0930
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 82 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#002
COLDSTREAM SERVICE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.6M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COLDSTREAM SERVICE HOLDINGS, INC. 401(K) PLAN
401k
Assets$1.7M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COLDSTREAM SERVICE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.6M | 53 | 2025 | |
| 001 | COLDSTREAM SERVICE HOLDINGS, INC. 401(K) PLAN | 401k | $1.7M | 29 | 2025 |
Retirement plans