Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
MORGAN RIO CAPITAL MANAGEMENT, LLC
EIN 26-3476994investment bankingLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
3
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 3 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
MORGAN RIO CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$954K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MORGAN RIO CAPITAL MANAGEMENT, LLC INCENTIVE SAVINGS PLAN AND TRUST
401k
Assets$457K
Participants1
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 | MORGAN RIO CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $954K | 2 | 2025 | |
| 002 | MORGAN RIO CAPITAL MANAGEMENT, LLC INCENTIVE SAVINGS PLAN AND TRUST | 401k | $457K | 1 | 2025 |
Retirement plans