Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
JOHN CUMBELICH & ASSOCIATES, INC.
EIN 68-0457851real estateLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
7
1330 NORTH BROADWAY, STE 200A - WALNUT CREEK, CA 94596925-935-5400cumbelich.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 7 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
JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.3M
Participants5
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 | JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN | TraditionalDB | $3.6M | 2 | 2024 | |
| 001 | JOHN CUMBELICH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.3M | 5 | 2024 |
Retirement plans