Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CANOPY REALTY, INC.
EIN 86-3533653real estateLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
2
1720 VILLA ST. APT 149 - MOUNTAIN VIEW, CA 94041415-994-4979canopyrealtygroup.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 2 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
CANOPY REALTY, INC. DEFINED BENEFIT PLAN
CashBalance
Assets$1.4M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CANOPY REALTY, INC. 401(K) PLAN
401k
Assets$191K
Participants1
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 | CANOPY REALTY, INC. DEFINED BENEFIT PLAN | CashBalance | $1.4M | 1 | 2024 | |
| 001 | CANOPY REALTY, INC. 401(K) PLAN | 401k | $191K | 1 | 2024 |
Retirement plans