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Sponsor portfolio

CASE LAND SURVEYING, INC.

EIN 33-0169862-construction-Latest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
20
614 N ECKHOFF ST - ORANGE, CA 928681004714-742-4474caselandsurveying.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#001CashBalance-$2.6M - 10 part#002ProfitSharing-$984K - 10 part

Retirement portfolio analytics

2 plans aggregated / $3.6M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CASH BALANCE PLAN (#001)72%
  • PROFIT SHARING PLAN (#002)28%
Total $3.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)10
  • PROFIT SHARING PLAN (#002)10
Total 20Click 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#001

CASE LAND SURVEYING, INC. CASH BALANCE PLAN

CashBalance

Assets$2.6M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CASE LAND SURVEYING, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$984K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CASE LAND SURVEYING, INC. CASH BALANCE PLANCashBalance$2.6M102025
002CASE LAND SURVEYING, INC. PROFIT SHARING PLANProfitSharing$984K102025
Retirement plans
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