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Sponsor portfolio

CPIA

EIN 82-1960006-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
19
16255 VENTURA BLVD., SUITE 1008 - ENCINO, CA 91436800-800-8910
Plans on this EIN
2 filings
#001CashBalance-$1.2M - 10 part#002ProfitSharing-$186K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • CASH BALANCE PLAN (#001)87%
  • PROFIT SHARING PLAN (#002)13%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)10
  • PROFIT SHARING PLAN (#002)9
Total 19Click 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

CPIA CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CPIA PROFIT SHARING PLAN

ProfitSharing

Assets$186K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CPIA CASH BALANCE PLANCashBalance$1.2M102024
002CPIA PROFIT SHARING PLANProfitSharing$186K92024
Retirement plans
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