Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPO BY THE SEA, INC.
EIN 20-2249823facilities servicesLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
52
26682 AVENIDA LAS PALMAS - CAPO BEACH, CA 92624877-288-2276capobythesea.comLinkedIn11-50 employeesfacilities services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 52 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#002
CAPO BY THE SEA, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.3M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CAPO BY THE SEA, INC. 401(K) PLAN
401k
Assets$2.3M
Participants21
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 | CAPO BY THE SEA, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.3M | 31 | 2024 | |
| 001 | CAPO BY THE SEA, INC. 401(K) PLAN | 401k | $2.3M | 21 | 2025 |
Retirement plans