Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALIFORNIA CPA GROUP, INC.
EIN 80-0143419accountingLatest filing 2024
Plans
2
Retirement
2
$619K assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $619K assets / 10 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
CALIFORNIA CPA GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$488K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CALIFORNIA CPA GROUP, INC. 401(K) PLAN
401k
Assets$131K
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 | CALIFORNIA CPA GROUP, INC. CASH BALANCE PLAN | CashBalance | $488K | 5 | 2024 | |
| 001 | CALIFORNIA CPA GROUP, INC. 401(K) PLAN | 401k | $131K | 5 | 2024 |
Retirement plans