Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PACIFIC UTILITIES SUPPLY CO., INC.
EIN 94-3057272utilitiesLatest filing 2024
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
17
1140 WILLOW PASS COURT - CONCORD, CA 94520925-674-1600pacificutilities.comLinkedIn1-10 employeesutilities
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.3M assets / 17 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#001
PACIFIC UTILITIES SUPPLY CO., INC. PROFIT SHARING/401(K) PLAN
401k
Assets$8.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PACIFIC UTILITIES SUPPLY COMPANY CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants7
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 | PACIFIC UTILITIES SUPPLY CO., INC. PROFIT SHARING/401(K) PLAN | 401k | $8.2M | 10 | 2024 | |
| 003 | PACIFIC UTILITIES SUPPLY COMPANY CASH BALANCE PLAN | CashBalance | $1.0M | 7 | 2024 |
Retirement plans