Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNITED GROWTH CAPITAL MANAGEMENT LLC
EIN 27-0827994Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
18
1000 FOURTH STREET, SUITE 290 - SAN RAFAEL, CA 94901415-707-7015
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 18 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
UNITED GROWTH CAPITAL MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
UNITED GROWTH CAPITAL MANAGEMENT LLC 401(K) PLAN
401k
Assets$762K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNITED GROWTH CAPITAL MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $2.4M | 4 | 2025 | |
| 001 | UNITED GROWTH CAPITAL MANAGEMENT LLC 401(K) PLAN | 401k | $762K | 14 | 2024 |
Retirement plans