Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
CECILIA CARPIO PLLC
EIN 27-2929962Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
21
11041 SHADOW CREEK PKWY, STE. 125 - PEARLAND, TX 77584713-413-8282
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 21 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
KATDP RETIREMENT PLAN & TRUST
401k
Assets$1.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KATDP DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$701K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KATDP RETIREMENT PLAN & TRUST | 401k | $1.2M | 12 | 2024 | |
| 002 | KATDP DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $701K | 9 | 2024 |
Retirement plans