Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COAST CITRUS DISTRIBUTORS, INC.
EIN 95-1628554wholesaleLatest filing 2024
Plans
2
Retirement
2
$94.9M assets
Welfare
0
Participants
444
7597 BRISTOW COURT - SAN DIEGO, CA 92154619-661-7950coastcitrus.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $94.9M assets / 444 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#003
COAST CITRUS DISTRIBUTORS EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$82.7M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COAST CITRUS DISTRIBUTORS INC. 401(K) PROFIT SHARING PLAN
401k
Assets$12.2M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | COAST CITRUS DISTRIBUTORS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $82.7M | 194 | 2024 | |
| 002 | COAST CITRUS DISTRIBUTORS INC. 401(K) PROFIT SHARING PLAN | 401k | $12.2M | 250 | 2024 |
Retirement plans