Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONESTOGA CAPITAL ADVISORS LLC
EIN 23-3072906financial servicesLatest filing 2025
Plans
2
Retirement
2
$20.5M assets
Welfare
0
Participants
32
550 E. SWEDESFORD ROAD - SUITE 120, CROSSPOINT AT VALLEY FORGE - WAYNE, PA 19087484-654-1380conestogacapital.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.5M assets / 32 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#002
CONESTOGA CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$15.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CONESTOGA CAPITAL ADVISORS LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$4.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONESTOGA CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN | 401k | $15.6M | 20 | 2025 | |
| 003 | CONESTOGA CAPITAL ADVISORS LLC CASH BALANCE PENSION PLAN | CashBalance | $4.9M | 12 | 2025 |
Retirement plans