Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
CABANA CONCEPTS
EIN 37-1891011constructionLatest filing 2024
Plans
2
Retirement
2
$850K assets
Welfare
0
Participants
18
3060 INDUSTRY ST., SUITE #106 - OCEANSIDE, CA 92054760-512-3667cabanaconcepts.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $850K assets / 18 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
CABANA CONCEPTS 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$538K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CABANA CONCEPTS CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$313K
Participants7
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 | CABANA CONCEPTS 401(K) PROFIT SHARING PLAN & TRUST | 401k | $538K | 11 | 2024 | |
| 002 | CABANA CONCEPTS CASH BALANCE PENSION PLAN & TRUST | CashBalance | $313K | 7 | 2024 |
Retirement plans