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Sponsor portfolio

CALENDO PUCKETT SHEEDY LLP

EIN 95-4294743-law practice-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
32
701 NORTH BRAND BLVD., SUITE 300 - GLENDALE, CA 91203818-549-1935cpsattorneys.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001ProfitSharing-$2.2M - 17 part#002401k-$780K - 15 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CPS RETIREMENT PLAN (#001)74%
  • 401K RETIREMENT PLAN (#002)26%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CPS RETIREMENT PLAN (#001)17
  • 401K RETIREMENT PLAN (#002)15
Total 32Click 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

CPS RETIREMENT PLAN

ProfitSharing

Assets$2.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CPS 401K RETIREMENT PLAN

401k

Assets$780K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CPS RETIREMENT PLANProfitSharing$2.2M172025
002CPS 401K RETIREMENT PLAN401k$780K152025
Retirement plans
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