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  2. JOHN CAIN, INC.
Sponsor portfolio

JOHN CAIN, INC.

EIN 27-3056506-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
5
1048 IRVINE AVENUE SUITE 888 - NEWPORT BEACH, CA 92660949-478-7772LinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$2.5M - 2 part#001401k-$1.3M - 3 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • CASH BALANCE PLAN (#002)67%
  • 401(K) RETIREMENT PLAN (#001)33%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)3
  • CASH BALANCE PLAN (#002)2
Total 5Click 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

JOHN CAIN, INC. CASH BALANCE PLAN

CashBalance

Assets$2.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

JOHN CAIN, INC. 401(K) RETIREMENT PLAN

401k

Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JOHN CAIN, INC. CASH BALANCE PLANCashBalance$2.5M22025
001JOHN CAIN, INC. 401(K) RETIREMENT PLAN401k$1.3M32025
Retirement plans
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