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Sponsor portfolio

CSBIMPACT

EIN 13-4270118-Information-Latest filing 2025
Plans
2
Retirement
2
$208K assets
Welfare
0
Participants
16
4646 WHISPERING WOODS CT - SAN DIEGO, CA 92130619-823-8658
Plans on this EIN
2 filings
#002401k-$157K - 8 part#001401k-$51K - 8 part

Retirement portfolio analytics

2 plans aggregated / $208K assets / 16 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CSBIMPACT 401(K) (#002)76%
  • CSBIMPACT 401(K) (#001)24%
Total $208KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CSBIMPACT 401(K) (#002)8
  • CSBIMPACT 401(K) (#001)8
Total 16Click 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

CSBIMPACT 401(K) PLAN

401k

Assets$157K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CSBIMPACT 401(K) PLAN

401k

Assets$51K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CSBIMPACT 401(K) PLAN401k$157K82025
001CSBIMPACT 401(K) PLAN401k$51K82024
Retirement plans
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