Filings through .
Sponsor portfolio
Matthew Capbarat Agency
EIN 88-2722504Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$40K assets
Welfare
0
Participants
3
2940 CAMINO DIABLO SUITE 320 - WALNUT CREEK, CA 94597925-813-8752
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MATTHEW CAPBARAT AGENCY 401(K) PLAN | 401(k) | $40K | 3 | 2025 |
Retirement plans