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Sponsor portfolio

BWE, INC.

EIN 95-2762943-civil engineering-Latest filing 2025
Plans
2
Retirement
2
$14.3M assets
Welfare
0
Participants
144
9449 BALBOA AVE SUITE 270 - SAN DIEGO, CA 92123619-299-5550bwesd.comLinkedIn11-50 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$11.1M - 80 part#003ESOP-$3.2M - 64 part

Retirement portfolio analytics

2 plans aggregated / $14.3M assets / 144 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#001)78%
  • EMPLOYEE STOCK OWNERSHIP (#003)22%
Total $14.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)80
  • EMPLOYEE STOCK OWNERSHIP (#003)64
Total 144Click 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

BWE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$11.1M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.2M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BWE, INC. 401(K) PROFIT SHARING PLAN401k$11.1M802025
003BWE, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$3.2M642024
Retirement plans
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