Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CACB REALTY & INVESTMENT INC.
EIN 83-3922369Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$340K assets
Welfare
0
Participants
5
3333 MICHELSON DR. STE 300 - IRVINE, CA 92616949-427-1101
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $340K assets / 5 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#001
CACB REALTY & INVESTMENT INC. CASH BALANCE PLAN
CashBalance
Assets$233K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CACB REALTY & INVESTMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$107K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CACB REALTY & INVESTMENT INC. CASH BALANCE PLAN | CashBalance | $233K | 2 | 2024 | |
| 002 | CACB REALTY & INVESTMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $107K | 3 | 2025 |
Retirement plans