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Sponsor portfolio

CKB VIENNA, LLP

EIN 46-5182714-law practice-Latest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
19
9531 PITTSBURGH AVENUE - RANCHO CUCAMONGA, CA 91730909-980-1040ckbvienna.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#002TraditionalDB-$1.8M - 9 part#003ProfitSharing-$155K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • VIENNA RETIREMENT PLAN (#002)92%
  • PROFIT SHARING PLAN (#003)8%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)10
  • VIENNA RETIREMENT PLAN (#002)9
Total 19Click 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

CKB VIENNA RETIREMENT PLAN

TraditionalDB

Assets$1.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CKB VIENNA PROFIT SHARING PLAN

ProfitSharing

Assets$155K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CKB VIENNA RETIREMENT PLANTraditionalDB$1.8M92024
003CKB VIENNA PROFIT SHARING PLANProfitSharing$155K102024
Retirement plans
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