Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALIFORNIA CAPITAL ALLIANCE INC
EIN 20-3227663Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$426K assets
Welfare
0
Participants
8
P.O.BOX 719 - TUSTIN, CA 92781714-801-7818
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $426K assets / 8 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#001
CALIFORNIA CAPITAL ALLIANCE INC CASH BALANCE PLAN
TraditionalDB
Assets$402K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CALIFORNIA CAPITAL ALLIANCE INC 401 K PROFIT SHARING
401k
Assets$24K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALIFORNIA CAPITAL ALLIANCE INC CASH BALANCE PLAN | TraditionalDB | $402K | 4 | 2024 | |
| 002 | CALIFORNIA CAPITAL ALLIANCE INC 401 K PROFIT SHARING | 401k | $24K | 4 | 2024 |
Retirement plans