How big is CP Partners' plan?

CP Partners' plan reported $5.9M in assets and 8 participants for 2024.

Original filing (PDF)20251009142418NAL0006719969001

CP Partners

Name: CP Partners — CP Partners 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: CP Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CP Partners 401(k) Profit Sharing Plan

401(k) retirement plan · CP Partners' CP Partners 401(k) Profit Sharing Plan held $5.9M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Christopher Peters signed CP Partners' 2024 Form 5500 as plan administrator.

Christopher Peters — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CP Partners' EIN is 20-2104361.

EIN 20-2104361

Plan number 001

Plan year 2024

ACK ID 20251009142418NAL0006719969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CP Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CP Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CP PARTNERS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CP PARTNERS

EIN

all filings

Address

2 EMBARCADERO CENTER · SUITE 1440 · SAN FRANCISCO, CA · 94111

Phone

(415) 274-2708

Industry

Real Estate

Plan administrator