Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPITAL MARKETS ADVISORS, LLC
EIN 02-0582108financial servicesLatest filing 2024
Plans
2
Retirement
2
$10.6M assets
Welfare
0
Participants
38
4211 N BUFFALO RD STE 19 - ORCHARD PARK, NY 14127716-662-3910capmarkconsulting.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.6M assets / 38 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAPITAL MARKETS ADVISORS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$7.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAPITAL MARKETS ADVISORS, LLC DEFINED BENEFIT PLAN
CashBalance
Assets$3.2M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPITAL MARKETS ADVISORS, LLC 401(K) PROFIT SHARING PLAN | 401k | $7.5M | 19 | 2024 | |
| 002 | CAPITAL MARKETS ADVISORS, LLC DEFINED BENEFIT PLAN | CashBalance | $3.2M | 19 | 2024 |
Retirement plans