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  2. EWING-FOLEY, INC.
Sponsor portfolioTH

EWING-FOLEY, INC.

EIN 94-1535556-electrical/electronic manufacturing-Latest filing 2025
Plans
3
Retirement
2
$44.1M assets
Welfare
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#004401k-$18.7M - 142 part#502Fully Insured-$499K - 257 lives

Retirement portfolio analytics

2 plans aggregated / $44.1M assets / 284 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • EMPLOYEE STOCK OWNERSHIP (#002)58%
  • SALARY DEFERRAL PLAN (#004)42%
Total $44.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
58%top
  • (Not disclosed)58%
  • NEWPORT GROUP, INC.42%
Total $44.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)142
  • SALARY DEFERRAL PLAN (#004)142
Total 284Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • KAISER FOUNDATION HEALTH PLAN INC62%
  • METROPOLITAN LIFE INSURANCE COMPANY21%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • VISION SERVICE PLAN3%
Total $499K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $36K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EWING-FOLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$25.4M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

EWING-FOLEY, INC. SALARY DEFERRAL PLAN

401k

Assets$18.7M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EWING-FOLEY, INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$499K
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EWING-FOLEY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$25.4M1422025
004EWING-FOLEY, INC. SALARY DEFERRAL PLAN401k$18.7M1422025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EWING-FOLEY, INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$499K2572025
Retirement plans
Welfare plans
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