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  2. COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS ALTOS
Sponsor portfolio

COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS ALTOS

EIN 94-1422465-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
87
204 STIERLIN RD - MOUNTAIN VIEW, CA 940434618650-968-0836
Plans on this EIN
2 filings
#002401k-$3.8M - 39 part#001ProfitSharing-$1.8M - 48 part

Retirement portfolio analytics

2 plans aggregated / $5.6M assets / 87 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • & LOS ALTOS (#002)68%
  • & LOS ALTOS (#001)32%
Total $5.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & LOS ALTOS (#001)48
  • & LOS ALTOS (#002)39
Total 87Click 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#002

COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS ALTOS

401k

Assets$3.8M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS ALTOS

ProfitSharing

Assets$1.8M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS ALTOS401k$3.8M392025
001DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS ALTOSProfitSharing$1.8M482025
Retirement plans
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