How big is CP Partners' plan?

CP Partners' plan reported $2.1M in assets and 11 participants for 2024.

Original filing (PDF)20251011155448NAL0008590001001

CP Partners

Name: CP Partners — CP Partners Cash Balance Plan, Form 5500 (2024)
Creator: CP Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CP Partners Cash Balance Plan

Defined-benefit pension plan · CP Partners' CP Partners Cash Balance Plan held $2.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

CP Partners' EIN is 20-2104361.

EIN 20-2104361

Plan number 002

Plan year 2024

ACK ID 20251011155448NAL0008590001001

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 a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CP PARTNERS

EIN

all filings

Address

2 EMBARCADERO CTR, STE 1440 · SAN FRANCISCO, CA · 94111

Phone

(415) 274-2709

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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