Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolio
CRESCAT CAPITAL LLC
EIN 26-1747737investment managementLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
22
44 COOK ST STE 100 - DENVER, CO 802065823303-271-9997crescat.netLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 22 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
CRESCAT CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$4.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CRESCAT CAPITAL CASH BALANCE PLAN
CashBalance
Assets$782K
Participants10
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 | CRESCAT CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $4.5M | 12 | 2025 | |
| 002 | CRESCAT CAPITAL CASH BALANCE PLAN | CashBalance | $782K | 10 | 2025 |
Retirement plans