Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $10.9M assets / 131 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BOW RIVER CAPITAL PARTNERS RETIREMENT SAVINGS PLAN | 401(k) | $8.8M | 62 | 2025 |
| #002 | BOW RIVER CAPITAL PARTNERS CASH BALANCE PLAN | Cash balance | $2.1M | 69 | 2025 |