Assets by plan
Share of aggregate retirement assets
Filings through .
Aristides Capital LLC
EIN 26-2056777investment managementLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Health & Benefits
0
Participants
29
552 E MARKET ST., SUITE 200 - LOUISVILLE, KY 40202502-694-8001aristidescapital.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 29 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ARISTIDES CAPITAL LLC 401K PROFIT SHARING PLAN
401(k)
Assets$1.7M
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ARISTIDES CAPITAL LLC CASH BALANCE PLAN
Cash balance
Assets$984K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ARISTIDES CAPITAL LLC 401K PROFIT SHARING PLAN | 401(k) | $1.7M | 18 | 2025 |
| #002 | ARISTIDES CAPITAL LLC CASH BALANCE PLAN | Cash balance | $984K | 11 | 2025 |
- #001 · 401(k) · 202518
- #002 · Cash balance · 202511
Retirement plans