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  2. JAMES CACCIA PLUMBING, INC.
Sponsor portfolio

JAMES CACCIA PLUMBING, INC.

EIN 94-3382750-Construction-Latest filing 2024
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
81
917 N. AMPHLETT BOULEVARD - SAN MATEO, CA 94401650-342-5363LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$5.1M - 44 part#003CashBalance-$2.3M - 37 part

Retirement portfolio analytics

2 plans aggregated / $7.3M assets / 81 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PLAN & TRUST (#001)69%
  • CASH BALANCE PLAN (#003)31%
Total $7.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)44
  • CASH BALANCE PLAN (#003)37
Total 81Click 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

JAMES CACCIA PLUMBING, INC. 401(K) PLAN & TRUST

401k

Assets$5.1M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

JAMES CACCIA PLUMBING, INC. CASH BALANCE PLAN

CashBalance

Assets$2.3M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JAMES CACCIA PLUMBING, INC. 401(K) PLAN & TRUST401k$5.1M442024
003JAMES CACCIA PLUMBING, INC. CASH BALANCE PLANCashBalance$2.3M372024
Retirement plans
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