Sponsor portfolio
CAA PLANNING, INC.
EIN 95-3667296environmental servicesLatest filing 2024
Plans
1
Retirement
1
$477K assets
Welfare
0
Participants
3
30900 RANCHO VIEJO ROAD, SUITE 285 - SAN JUAN CAPISTRANO, CA 92675949-581-2888caaplanning.comLinkedIn1-10 employeesenvironmental services
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 | CAA PLANNING, INC. EMPLOYEES' 401(K) PLAN | 401k | $477K | 3 | 2024 |
Retirement plans