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Sponsor portfolio

CITRUS MOTORS

EIN 95-2002736-Latest filing 2025
Plans
2
Retirement
1
$14.9M assets
Welfare
1
$830K premiums
Participants
228
3627 E GUASTI RD - ONTARIO, CA 91761909-292-2004LinkedIn1-10 employees
Plans on this EIN
2 filings
#002401k-$14.9M - 160 part#501Fully Insured-$830K - 99 lives

Benefits portfolio analytics

1 plan / $830K premiums / 99 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • KAISER FOUNDATION HEALTH PLAN INC100%
Total $830K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MICHAEL DAVID LITZINGER100%
Total $31K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CITRUS MOTORS 401(K) PLAN & TRUST

401k

Assets$14.9M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CITRUS MOTORS

Fully Insured - KAISER FOUNDATION HEALTH PLAN

Premiums$830K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CITRUS MOTORS 401(K) PLAN & TRUST401k$14.9M1602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CITRUS MOTORSFully InsuredKAISER FOUNDATION HEALTH PLAN$830K992025
Retirement plans
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