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  2. MILES TREASTER & ASSOCIATES
Sponsor portfolio

MILES TREASTER & ASSOCIATES

EIN 94-1436765-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
2
$11.3M assets
Welfare
0
Participants
152
1810 13TH STREET, SUITE 100 - SACRAMENTO, CA 95811916-373-1800
Plans on this EIN
2 filings
#003ESOP-$8.3M - 96 part#002401k-$3.0M - 56 part

Retirement portfolio analytics

2 plans aggregated / $11.3M assets / 152 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • EMPLOYEE STOCK OWNERSHIP (#003)73%
  • SHARING 401K PLAN (#002)27%
Total $11.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)96
  • SHARING 401K PLAN (#002)56
Total 152Click 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#003

MILES TREASTER & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.3M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MILES TREASTER & ASSOCIATES PROFIT SHARING 401K PLAN

401k

Assets$3.0M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MILES TREASTER & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLANESOP$8.3M962024
002MILES TREASTER & ASSOCIATES PROFIT SHARING 401K PLAN401k$3.0M562025
Retirement plans
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