Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ARISTIDES CAPITAL LLC
EIN 26-2056777investment managementLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
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 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
ARISTIDES CAPITAL LLC 401K PROFIT SHARING PLAN
401k
Assets$1.7M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ARISTIDES CAPITAL LLC CASH BALANCE PLAN
CashBalance
Assets$984K
Participants11
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 | ARISTIDES CAPITAL LLC 401K PROFIT SHARING PLAN | 401k | $1.7M | 18 | 2025 | |
| 002 | ARISTIDES CAPITAL LLC CASH BALANCE PLAN | CashBalance | $984K | 11 | 2025 |
Retirement plans