Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHINESE-AMERICAN PLANNING COUN
EIN 13-3203211civic & social organizationLatest filing 2025
Plans
2
Retirement
2
$11.7M assets
Welfare
0
Participants
5,758
1 YORK ST FL 2 - NEW YORK, NY 100132123212-219-8100cpc-nyc.orgLinkedIn501-1000 employeescivic & social organization
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.7M assets / 5,758 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
61%top
- PREFERRED PENSION CONCEPTS, INC.61%
- (Not disclosed)39%
Participants by plan
Active + retired + deferred vested
- PLAN & TRUST (#002)5,693
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CPC-CDPAP PENSION PLAN & TRUST
ProfitSharing
Assets$7.1M
Participants5,693
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF CHINESE-AMERICAN PLANNING COUNCIL HOME ATTENDANT PROGRAM, INC.
401k
Assets$4.6M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CPC-CDPAP PENSION PLAN & TRUST | ProfitSharing | $7.1M | 5,693 | 2025 | |
| 001 | 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF CHINESE-AMERICAN PLANNING COUNCIL HOME ATTENDANT PROGRAM, INC. | 401k | $4.6M | 65 | 2025 |
Retirement plans