Sponsor portfolio
CRUZ ASSOCIATES PACIFIC, LLC
EIN 41-2140813aviation & aerospaceLatest filing 2025
Plans
2
Retirement
1
$369K assets
Welfare
1
Participants
18
C/O TRUST MANAGEMENT SERVICES, 1 ALMADEN BOULEVARD, SUITE 750 - SAN JOSE, CA 95113408-377-3441cruzinc.usLinkedIn201-500 employeesaviation & aerospace
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CRUZ ASSOCIATES PACIFIC, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$369K
Participants18
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
CRUZ ASSOCIATES PACIFIC, LLC HEALTH AND WELFARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CRUZ ASSOCIATES PACIFIC, LLC 401(K) PROFIT SHARING PLAN | 401k | $369K | 18 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CRUZ ASSOCIATES PACIFIC, LLC HEALTH AND WELFARE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans