PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PACIFIC CYPRESS HOLDINGS, LLC
Sponsor portfolio

PACIFIC CYPRESS HOLDINGS, LLC

EIN 87-2562093-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
4
9015 N. FOOTHILLS MANOR DR. - PARADISE VALLEY, AZ 85253773-844-8663
Plans on this EIN
2 filings
#001TraditionalDB-$1.5M - 2 part#002401k-$307K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • DEFINED BENEFIT PLAN (#001)83%
  • PROFIT SHARING PLAN (#002)17%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)2
  • PROFIT SHARING PLAN (#002)2
Total 4Click 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

PACIFIC CYPRESS HOLDINGS, LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PACIFIC CYPRESS HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$307K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PACIFIC CYPRESS HOLDINGS, LLC DEFINED BENEFIT PLANTraditionalDB$1.5M22024
002PACIFIC CYPRESS HOLDINGS, LLC 401(K) PROFIT SHARING PLAN401k$307K22024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica