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Sponsor portfolio

MARK CHAPPARONE PROPERTY MANAGEMENT

EIN 33-0948053-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
10
5255 PACIFIC GROVE PLACE - SAN DIEGO, CA 92130858-735-5400
Plans on this EIN
2 filings
#001401k-$1.9M - 5 part#002TraditionalDB-$1.4M - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • MANAGEMENT CORPORATION 401(K) (#001)57%
  • DEFINED BENEFIT PENSION (#002)43%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MANAGEMENT CORPORATION 401(K) (#001)5
  • DEFINED BENEFIT PENSION (#002)5
Total 10Click 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

CHAPPARONE PROPERTY MANAGEMENT CORPORATION 401(K) PLAN

401k

Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARK CHAPPARONE PROPERTY MANAGEMENT DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHAPPARONE PROPERTY MANAGEMENT CORPORATION 401(K) PLAN401k$1.9M52024
002MARK CHAPPARONE PROPERTY MANAGEMENT DEFINED BENEFIT PENSION PLANTraditionalDB$1.4M52024
Retirement plans
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