Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RAC, CPA
EIN 33-0421098Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
10
1010 TURQUOISE STREET STE 201 - SAN DIEGO, CA 92109858-488-0528
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 10 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
RAC, CPA PROFIT SHARING PLAN
ProfitSharing
Assets$2.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RAC, CPA DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RAC, CPA PROFIT SHARING PLAN | ProfitSharing | $2.6M | 5 | 2025 | |
| 003 | RAC, CPA DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.7M | 5 | 2024 |
Retirement plans