Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Corcapa 1031 Advisors, Inc.
EIN 45-2637861Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$576K assets
Welfare
0
Participants
4
650 TOWN CENTER DRIVE, SUITE 1200 - COSTA MESA, CA 92626714-401-1062
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $576K assets / 4 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
CORCAPA CASH BALANCE PENSION PLAN
Cash balance
Assets$414K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CORCAPA 401(K) PROFIT SHARING PLAN
Profit-sharing
Assets$162K
Participants2
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 | CORCAPA CASH BALANCE PENSION PLAN | Cash balance | $414K | 2 | 2025 | |
| 001 | CORCAPA 401(K) PROFIT SHARING PLAN | Profit-sharing | $162K | 2 | 2025 |
Retirement plans