Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANDOVER CAPITAL LTD.
EIN 27-0445047investment bankingLatest filing 2025
Plans
3
Retirement
2
$6.6M assets
Welfare
1
Participants
10
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 8 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#002
SANDOVER CAPITAL CASH BALANCE PLAN
CashBalance
Assets$5.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SANDOVER CAPITAL 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
SANDOVER CAPITAL SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SANDOVER CAPITAL CASH BALANCE PLAN | CashBalance | $5.3M | 5 | 2024 | |
| 001 | SANDOVER CAPITAL 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 3 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SANDOVER CAPITAL SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans