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Sponsor portfolio

CGUCPA, LLP

EIN 27-0472389-accounting-Latest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
30
46560 FREMONT BLVD., SUITE 403 - FREMONT, CA 94538510-770-8680cgu-cpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#002TraditionalDB-$3.6M - 15 part#003401k-$2.3M - 15 part

Retirement portfolio analytics

2 plans aggregated / $5.9M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • DEFINED BENEFIT PLAN (#002)61%
  • PROFIT SHARING PLAN (#003)39%
Total $5.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)15
  • PROFIT SHARING PLAN (#003)15
Total 30Click 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

CGUCPA, LLP DEFINED BENEFIT PLAN

TraditionalDB

Assets$3.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CGUCPA, LLP 401(K) PROFIT SHARING PLAN

401k

Assets$2.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CGUCPA, LLP DEFINED BENEFIT PLANTraditionalDB$3.6M152025
003CGUCPA, LLP 401(K) PROFIT SHARING PLAN401k$2.3M152025
Retirement plans
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