Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CI CAPITAL PARTNERS LLC
EIN 26-0304387investment managementLatest filing 2025
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
32
500 PARK AVE, 8TH FLOOR - NEW YORK, NY 10022212-752-1850cicapllc.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M 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#001
CI CAPITAL PARTNERS LLC 401(K) PLAN
401k
Assets$8.1M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CI CAPITAL PARTNERS, LLC MONEY PURCHASE PLAN
MoneyPurchase
Assets$349K
Participants6
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 | CI CAPITAL PARTNERS LLC 401(K) PLAN | 401k | $8.1M | 26 | 2025 | |
| 002 | CI CAPITAL PARTNERS, LLC MONEY PURCHASE PLAN | MoneyPurchase | $349K | 6 | 2025 |
Retirement plans