Sponsor portfolio
CAPATA CPA
EIN 81-0734736accountingLatest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
21
5000 BIRCH ST, SUITE 4000 - NEWPORT BEACH, CA 92660717-250-1899capatacpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPATA, LLP 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 21 | 2025 |
Retirement plans