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  2. CASCO PROPERTY MANAGEMENT INC.
Sponsor portfolio

CASCO PROPERTY MANAGEMENT INC.

EIN 77-0122088-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
8
55 N 3RD STREET, SUITE 200 - CAMPBELL, CA 95008408-141-3417
Plans on this EIN
2 filings
#001401k-$1.3M - 5 part#002CashBalance-$1.1M - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • INC. PROFIT SHARING/401(K) (#001)54%
  • CASH BALANCE PLAN (#002)46%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. PROFIT SHARING/401(K) (#001)5
  • CASH BALANCE PLAN (#002)3
Total 8Click 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#001

CASCO PROPERTY MANAGEMENT INC. PROFIT SHARING/401(K) PLAN

401k

Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CASCO PROPERTY MANAGEMENT INC. CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CASCO PROPERTY MANAGEMENT INC. PROFIT SHARING/401(K) PLAN401k$1.3M52025
002CASCO PROPERTY MANAGEMENT INC. CASH BALANCE PLANCashBalance$1.1M32025
Retirement plans
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