Assets by plan
Share of aggregate retirement assets
Filings through .
Complete Property Management and Investment Realty, Inc.
EIN 84-1405428real estateLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Health & Benefits
0
Participants
28
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 28 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
COMPLETE PROPERTY MANAGEMENT AND INVESTMENT REALTY, INC. 401(K) PLAN
401(k)
Assets$841K
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
COMPLETE PROPERTY MANAGEMENT AND INVESTMENT REALTY, INC. CASH BALANCE PLAN
Cash balance
Assets$717K
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COMPLETE PROPERTY MANAGEMENT AND INVESTMENT REALTY, INC. 401(K) PLAN | 401(k) | $841K | 16 | 2025 |
| #002 | COMPLETE PROPERTY MANAGEMENT AND INVESTMENT REALTY, INC. CASH BALANCE PLAN | Cash balance | $717K | 12 | 2025 |
- #001 · 401(k) · 202516
- #002 · Cash balance · 202512
Retirement plans