Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK CAVAGNERO ASSOCIATES
EIN 71-0919730architecture & planningLatest filing 2025
Plans
2
Retirement
2
$18.9M assets
Welfare
0
Participants
153
1045 SANSOME STREET, SUITE 200 - SAN FRANCISCO, CA 94111415-398-6944cavagnero.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.9M assets / 153 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#001
MARK CAVAGNERO ASSOCIATES 401(K) PLAN
401k
Assets$14.9M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MARK CAVAGNERO ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$4.1M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARK CAVAGNERO ASSOCIATES 401(K) PLAN | 401k | $14.9M | 84 | 2025 | |
| 002 | MARK CAVAGNERO ASSOCIATES CASH BALANCE PLAN | CashBalance | $4.1M | 69 | 2025 |
Retirement plans