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  2. Ewing-Foley, Inc.
  • Retirement analytics
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Filings through Oct 24, 2026.

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Ewing-Foley, Inc.

EIN 94-1535556-electrical/electronic manufacturing-Latest filing 2025
Plans
3
Retirement
2
$44.1M assets
Health & Benefits
1
$499K premiums
Participants
414
10061 BUBB ROAD, SUITE 100 - CUPERTINO, CA 95014408-342-1200ewingfoley.comLinkedIn51-200 employeeselectrical/electronic manufacturing
Plans on this EIN
3 filings
#002ESOP-$25.4M - 142 part#004401(k)-$18.7M - 142 part#502Fully insured-$499K - 257 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $44.1M assets / 284 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$25.4M
  • SALARY DEFERRAL PLAN (#004)$18.7M
Total $44.1MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$25.4M
  • NEWPORT GROUP, INC.$18.7M
Total $44.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)142
  • SALARY DEFERRAL PLAN (#004)142
Total 284Select a row to open it

Benefits portfolio analytics

1 plan / $499K premiums / 257 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$310K
  • Prescription drug$310K
  • Dental$107K
  • Life$67K
  • Long-term disability$67K
  • Other$67K
  • +1 more
Total $499K7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

EWING-FOLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$25.4M
Participants142
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

EWING-FOLEY, INC. SALARY DEFERRAL PLAN

401(k)

Assets$18.7M
Participants142
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

EWING-FOLEY, INC. HEALTH AND WELFARE PLAN

Fully insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$499K
Covered lives257
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002EWING-FOLEY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$25.4M1422025
#004EWING-FOLEY, INC. SALARY DEFERRAL PLAN401(k)$18.7M1422025
  • EWING-FOLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN$25.4M
    #002 · ESOP · 2025142
  • EWING-FOLEY, INC. SALARY DEFERRAL PLAN$18.7M
    #004 · 401(k) · 2025142

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502EWING-FOLEY, INC. HEALTH AND WELFARE PLANFully insuredKAISER FOUNDATION HEALTH PLAN INC.$499K2572025
  • EWING-FOLEY, INC. HEALTH AND WELFARE PLAN$499K
    #502 · Fully insured · KAISER FOUNDATION HEALTH PLAN INC. · 2025257
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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