Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LUPITA GUTIERREZ, INC.
EIN 74-2770951Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$733K assets
Welfare
0
Participants
13
2301 WEST GRAMERCY PLACE - SAN ANTONIO, TX 78201210-274-3175lupitagutierrez.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $733K assets / 13 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
LUPITA GUTIERREZ INC CASH BALANCE PENSION PLAN
CashBalance
Assets$643K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LUPITA GUTIERREZ, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$89K
Participants6
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 | LUPITA GUTIERREZ INC CASH BALANCE PENSION PLAN | CashBalance | $643K | 7 | 2025 | |
| 001 | LUPITA GUTIERREZ, INC. PROFIT SHARING PLAN | ProfitSharing | $89K | 6 | 2024 |
Retirement plans