How big is Cuesta Partners' plan?

Cuesta Partners' plan reported $6.9M in assets and 66 participants for 2025.

Original filing (PDF)20260422220958NAL0008861042037

Cuesta Partners

Name: Cuesta Partners — Cuesta Partners 401(k) Plan, Form 5500 (2025)
Creator: Cuesta Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cuesta Partners 401(k) Plan

401(k) retirement plan · Cuesta Partners' Cuesta Partners 401(k) Plan held $6.9M in plan assets for 66 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan identifiers

Cuesta Partners' EIN is 84-2994451.

EIN 84-2994451

Plan number 001

Plan year 2025

ACK ID 20260422220958NAL0008861042037

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cuesta Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cuesta Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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