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Sponsor portfolio

MELKA ESTATES, LLC

EIN 94-3326133-Manufacturing-Latest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
16
P.O. BOX 509 - ST. HELENA, CA 94574707-695-7687melkaestates.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001TraditionalDB-$4.4M - 4 part#002401k-$405K - 12 part

Retirement portfolio analytics

2 plans aggregated / $4.8M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • DEFINED BENEFIT PENSION (#001)92%
  • PLAN & TRUST (#002)8%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)12
  • DEFINED BENEFIT PENSION (#001)4
Total 16Click 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#001

MELKA ESTATES, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$4.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MELKA ESTATES, LLC 401(K) PLAN & TRUST

401k

Assets$405K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MELKA ESTATES, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$4.4M42024
002MELKA ESTATES, LLC 401(K) PLAN & TRUST401k$405K122024
Retirement plans
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