Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAL PAC SHEET METAL, INC.
EIN 33-0610337constructionLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
100
2720 S. MAIN ST., STE B - SANTA ANA, CA 927073404714-979-2733calpacsheetmetal.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 100 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#002
CP/OCM RETIREMENT PLAN
401k
Assets$1.7M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE CONTRACTORS RETIREMENT PLAN
ProfitSharing
Assets$544K
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CP/OCM RETIREMENT PLAN | 401k | $1.7M | 59 | 2025 | |
| 003 | THE CONTRACTORS RETIREMENT PLAN | ProfitSharing | $544K | 41 | 2025 |
Retirement plans
Welfare plans