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Sponsor portfolio

CUTTERS SOURCE, INC.

EIN 13-4290588-retail-Latest filing 2024
Plans
2
Retirement
2
$545K assets
Welfare
0
Participants
6
1959 PLAZA REAL - OCEANSIDE, CA 92056cutterssource.comLinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#001CashBalance-$357K - 2 part#002401k-$187K - 4 part

Retirement portfolio analytics

2 plans aggregated / $545K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PLAN & TRUST (#001)66%
  • PLAN & TRUST (#002)34%
Total $545KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)4
  • PLAN & TRUST (#001)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#001

CUTTERS SOURCE, INC. CASH BALANCE PLAN & TRUST

CashBalance

Assets$357K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CUTTERS SOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$187K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CUTTERS SOURCE, INC. CASH BALANCE PLAN & TRUSTCashBalance$357K22024
002CUTTERS SOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$187K42024
Retirement plans
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