Assets by plan
Share of aggregate retirement assets
Filings through .
Coast Citrus Distributors
EIN 95-1628554wholesaleLatest filing 2025
Plans
2
Retirement
2
$126.5M assets
Health & Benefits
0
Participants
466
7597 BRISTOW COURT - SAN DIEGO, CA 921547419619-661-7950coastcitrus.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $126.5M assets / 466 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
COAST CITRUS DISTRIBUTORS EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$113.0M
Participants195
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
COAST CITRUS DISTRIBUTORS INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$13.5M
Participants271
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | COAST CITRUS DISTRIBUTORS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $113.0M | 195 | 2025 |
| #002 | COAST CITRUS DISTRIBUTORS INC. 401(K) PROFIT SHARING PLAN | 401(k) | $13.5M | 271 | 2025 |
- #003 · ESOP · 2025195
- #002 · 401(k) · 2025271
Retirement plans