Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Cardinal Point Captains, Inc.
EIN 46-4380003maritimeLatest filing 2025
Plans
2
Retirement
2
$13.7M assets
Welfare
0
Participants
404
5005 TEXAS STREET, SUITE 104 - SAN DIEGO, CA 92108619-808-9400cpcperforms.comLinkedIn51-200 employeesmaritime
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.7M assets / 404 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
CPC EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.1M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CPC RETIREMENT PLAN
401(k)
Assets$5.6M
Participants245
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 | CPC EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.1M | 159 | 2025 | |
| 001 | CPC RETIREMENT PLAN | 401(k) | $5.6M | 245 | 2025 |
Retirement plans
Welfare plans