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  2. SIU'S INVESTMENT, INC.
Sponsor portfolio

SIU'S INVESTMENT, INC.

EIN 95-4867481-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$429K assets
Welfare
0
Participants
6
19930 E. COUNTRY HOLLOW DR. - WALNUT, CA 91789626-712-9292
Plans on this EIN
2 filings
#002CashBalance-$261K - 2 part#001401k-$169K - 4 part

Retirement portfolio analytics

2 plans aggregated / $429K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • INVESTMENT, INC. PENSION (#002)61%
  • INC. RETIREMENT PLAN (#001)39%
Total $429KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)4
  • INVESTMENT, INC. PENSION (#002)2
Total 6Click 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

SIU'S INVESTMENT, INC. PENSION PLAN

CashBalance

Assets$261K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SIU'S INVESTMENT, INC. RETIREMENT PLAN

401k

Assets$169K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SIU'S INVESTMENT, INC. PENSION PLANCashBalance$261K22025
001SIU'S INVESTMENT, INC. RETIREMENT PLAN401k$169K42024
Retirement plans
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