Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YAMASATO, FUJIWARA, HIGA & ASSOCIATES, INC. DBA AQUILA
EIN 99-0256665information technology and servicesLatest filing 2024
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
111
8401 WASHINGTON PLACE NE - ALBUQUERQUE, NM 871131672505-923-3160aquilagroup.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M assets / 111 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
AQUILA, INC. 401(K) PLAN
401k
Assets$4.4M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AQUILA EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.9M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | AQUILA, INC. 401(K) PLAN | 401k | $4.4M | 49 | 2024 | |
| 002 | AQUILA EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.9M | 62 | 2024 |
Retirement plans