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Sponsor portfolio

CHATSWORTH PRODUCTS, INC.

EIN 95-4287760-information technology and services-Latest filing 2025
Plans
3
Retirement
2
$201.6M assets
Welfare
1
$12.2M premiums
Participants
2,500
4175 GUARDIAN ST - SIMI VALLEY, CA 93063818-735-6100chatsworth.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filings
#002ESOP-$149.3M - 938 part#001401k-$52.2M - 792 part#501Mixed-$12.2M - 1,369 lives

Retirement portfolio analytics

2 plans aggregated / $201.6M assets / 1,730 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • EMPLOYEE STOCK OWNERSHIP (#002)74%
  • INC. RETIREMENT Savings (#001)26%
Total $201.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)938
  • INC. RETIREMENT Savings (#001)792
Total 1,730Click row to drill in

Benefits portfolio analytics

1 plan / $12.2M premiums / 1,369 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.2M
  • Dental$9.2M
  • Other$790K
  • Life$619K
  • Long-term disability$619K
  • Vision$78K
Total $12.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • AETNA LIFE INSURANCE COMPANY94%
  • HARTFORD LIFE AND ACCIDENT5%
  • VISION SERVICE PLAN1%
Total $12.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • EDGEWOOD PARTNERS INSURANCE CENTER97%
  • EMPLOYEE FAMILY PROTECTION INC3%
Total $457K2 slices

Plan deep-dives

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

CHATSWORTH PRODUCTS, INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$149.3M
Participants938
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CHATSWORTH PRODUCTS, INC. RETIREMENT SAVINGS PLAN

401k

Assets$52.2M
Participants792
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHATSWORTH PRODUCTS, INC. HEALTH AND WELFARE PLAN

Mixed - AETNA LIFE INSURANCE CO.

Premiums$12.2M
Covered lives1,369
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHATSWORTH PRODUCTS, INC EMPLOYEE STOCK OWNERSHIP PLANESOP$149.3M9382024
001CHATSWORTH PRODUCTS, INC. RETIREMENT SAVINGS PLAN401k$52.2M7922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHATSWORTH PRODUCTS, INC. HEALTH AND WELFARE PLANMixedAETNA LIFE INSURANCE CO.$12.2M1,3692025
Retirement plans
Welfare plans
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