Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOSTWICK CAPITAL LLC
EIN 20-5149516investment managementLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
6
40 BIRCH HILL RD SUITE 3 - LOCUST VALLEY, NY 11560212-776-1032bostwickcap.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 6 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
BOSTWICK CAPITAL LLC RETIREMENT PLAN
401k
Assets$2.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BOSTWICK CAPITAL LLC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants2
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 | BOSTWICK CAPITAL LLC RETIREMENT PLAN | 401k | $2.0M | 4 | 2025 | |
| 002 | BOSTWICK CAPITAL LLC CASH BALANCE PLAN | CashBalance | $1.4M | 2 | 2025 |
Retirement plans