Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPCI FAMILY PARTNERSHIP LP
EIN 90-0923071Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$890K assets
Welfare
0
Participants
8
365 TULARE AVE - MORRO BAY, CA 93442805-441-3552
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $890K assets / 8 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
CAPCI FAMILY PARTNERSHIP LP DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$589K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAPCI FAMILY PARTNERSHIP LP 401 (K) PROFIT SHARING PLAN
401k
Assets$300K
Participants5
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 | CAPCI FAMILY PARTNERSHIP LP DEFINED BENEFIT PENSION PLAN | TraditionalDB | $589K | 3 | 2024 | |
| 002 | CAPCI FAMILY PARTNERSHIP LP 401 (K) PROFIT SHARING PLAN | 401k | $300K | 5 | 2024 |
Retirement plans