Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPITAL BUSINESS FORMS, INC.
EIN 33-0038985accountingLatest filing 2025
Plans
2
Retirement
2
$616K assets
Welfare
0
Participants
11
362 W 6TH ST - SAN BERNARDINO, CA 924011129909-884-6464capitalbiz.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $616K assets / 11 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#003
CBF DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$387K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CAPITAL BUSINESS FORMS INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$230K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CBF DEFINED BENEFIT PENSION PLAN | TraditionalDB | $387K | 5 | 2025 | |
| 002 | CAPITAL BUSINESS FORMS INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $230K | 6 | 2025 |
Retirement plans