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Sponsor portfolio

ANAWALT LUMBER & MATERIALS

EIN 95-4190552-building materials-Latest filing 2025
Plans
2
Retirement
2
$774K assets
Welfare
0
Participants
21
3711 VERDUGO RD - MONTROSE, CA 910201641818-249-1194LinkedIn11-50 employeesbuilding materials
Plans on this EIN
2 filings
#001401k-$628K - 18 part#002ProfitSharing-$146K - 3 part

Retirement portfolio analytics

2 plans aggregated / $774K assets / 21 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PLAN & TRUST (#001)81%
  • PROFIT SHARING PLAN (#002)19%
Total $774KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)18
  • PROFIT SHARING PLAN (#002)3
Total 21Click 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

ANAWALT LUMBER & MATERIALS 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$628K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANAWALT LUMBER & MATERIALS COMPANY - MONTROSE PROFIT SHARING PLAN

ProfitSharing

Assets$146K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ANAWALT LUMBER & MATERIALS 401(K) PROFIT SHARING PLAN & TRUST401k$628K182025
002ANAWALT LUMBER & MATERIALS COMPANY - MONTROSE PROFIT SHARING PLANProfitSharing$146K32025
Retirement plans
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