Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
MOUNTZ, INC.
EIN 94-2625117Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$13.0M assets
Welfare
0
Participants
268
1080 N. 11TH STREET - SAN JOSE, CA 95112408-292-2214
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.0M assets / 268 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
64%top
- TRANSAMERICA RETIREMENT SOLUTIONS64%
- (Not disclosed)36%
Participants 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#001
MOUNTZ, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$8.3M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MOUNTZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$4.6M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOUNTZ, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $8.3M | 131 | 2024 | |
| 003 | MOUNTZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $4.6M | 137 | 2024 |
Retirement plans