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Sponsor portfolio

BOB WARD ELECTRIC, INC.

EIN 95-4497297-construction-Latest filing 2024
Plans
2
Retirement
2
$814K assets
Welfare
0
Participants
22
7226 REMMET AVENUE - CANOGA PARK, CA 91303818-408-1199bobwardelectric.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001CashBalance-$616K - 11 part#002401k-$197K - 11 part

Retirement portfolio analytics

2 plans aggregated / $814K assets / 22 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CASH BALANCE PLAN (#001)76%
  • PROFIT SHARING PLAN (#002)24%
Total $814KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)11
  • PROFIT SHARING PLAN (#002)11
Total 22Click 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

BOB WARD ELECTRIC, INC. CASH BALANCE PLAN

CashBalance

Assets$616K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BOB WARD ELECTRIC, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$197K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BOB WARD ELECTRIC, INC. CASH BALANCE PLANCashBalance$616K112024
002BOB WARD ELECTRIC, INC. 401(K) PROFIT SHARING PLAN401k$197K112024
Retirement plans
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