Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALIFORNIA PRACTICE SALES, INC.
EIN 95-2922952real estateLatest filing 2025
Plans
2
Retirement
2
$727K assets
Welfare
0
Participants
6
326 W. KATELLA AVE., STE. #4G - ORANGE, CA 92867951-735-9930calpracticesales.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $727K assets / 6 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#002
CALIFORNIA PRACTICE SALES, INC. PENSION PLAN
CashBalance
Assets$486K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CALIFORNIA PRACTICE SALES, INC. RETIREMENT PLAN
401k
Assets$241K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CALIFORNIA PRACTICE SALES, INC. PENSION PLAN | CashBalance | $486K | 3 | 2025 | |
| 001 | CALIFORNIA PRACTICE SALES, INC. RETIREMENT PLAN | 401k | $241K | 3 | 2025 |
Retirement plans