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Sponsor portfolio

CAISTEAL BUILDERS, INC.

EIN 33-0977008-construction-Latest filing 2024
Plans
2
Retirement
2
$904K assets
Welfare
0
Participants
16
3910 E. CORONADO STREET, SUITE #101 - ANAHEIM, CA 92807714-630-9922caistealbuilders.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#002CashBalance-$720K - 8 part#001ProfitSharing-$184K - 8 part

Retirement portfolio analytics

2 plans aggregated / $904K assets / 16 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • CASH BALANCE PLAN (#002)80%
  • PROFIT SHARING PLAN (#001)20%
Total $904KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)8
  • PROFIT SHARING PLAN (#001)8
Total 16Click 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#002

CAISTEAL BUILDERS CASH BALANCE PLAN

CashBalance

Assets$720K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CAISTEAL BUILDERS PROFIT SHARING PLAN

ProfitSharing

Assets$184K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CAISTEAL BUILDERS CASH BALANCE PLANCashBalance$720K82024
001CAISTEAL BUILDERS PROFIT SHARING PLANProfitSharing$184K82024
Retirement plans
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