Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$23K
- Other$23K
Sponsor portfolio
CUESTA INVESTMENTS, INC.
EIN 77-0508345Retail TradeLatest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
$23K premiums
Participants
167
1404 AUTO PARK WAY - SAN LUIS OBISPO, CA 93401805-543-4745
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $23K premiums / 152 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
96%top
- ASSUREDPARTNERS96%
- MARSHBERRY CONNECT PLATFORM LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
RANCHO GRANDE CUESTA 401(K) PLAN
401k
Assets$2.1M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CUESTA INVESTMENTS, INC DBA RANCHO GRANDE MOTORS WELFARE HEALTH PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$23K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RANCHO GRANDE CUESTA 401(K) PLAN | 401k | $2.1M | 47 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CUESTA INVESTMENTS, INC DBA RANCHO GRANDE MOTORS WELFARE HEALTH PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $23K | 152 | 2025 |
Retirement plans
Welfare plans