PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. M.B. HERZOG ELECTRIC, INC.
Sponsor portfolio

M.B. HERZOG ELECTRIC, INC.

EIN 95-3261407-Manufacturing-Latest filing 2025
Plans
2
Retirement
2
$25.9M assets
Welfare
0
Participants
75
15709 ILLINOIS AVENUE - PARAMOUNT, CA 907234112562-531-2002
Plans on this EIN
2 filings
#002ESOP-$25.4M - 36 part#003401k-$479K - 39 part

Retirement portfolio analytics

2 plans aggregated / $25.9M assets / 75 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • EMPLOYEE STOCK OWNERSHIP (#002)98%
  • ELECTRIC, INC. 401(K) (#003)2%
Total $25.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ELECTRIC, INC. 401(K) (#003)39
  • EMPLOYEE STOCK OWNERSHIP (#002)36
Total 75Click 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#002

M.B. HERZOG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$25.4M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

M.B. HERZOG ELECTRIC, INC. 401(K) PLAN

401k

Assets$479K
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002M.B. HERZOG ELECTRIC, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$25.4M362025
003M.B. HERZOG ELECTRIC, INC. 401(K) PLAN401k$479K392025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica