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Sponsor portfolio

AQUA CAPITAL ADVISORS, LLC

EIN 27-1172003-financial services-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
5
1901 AVENUE OF THE STARS, SUITE 1005 - LOS ANGELES, CA 90067310-492-9681aquaca.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001TraditionalDB-$900K - 3 part#002401k-$301K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CAPITAL ADVISORS PENSION (#001)75%
  • AQUA 401(K) (#002)25%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL ADVISORS PENSION (#001)3
  • AQUA 401(K) (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AQUA CAPITAL ADVISORS PENSION PLAN

TraditionalDB

Assets$900K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AQUA 401(K) PLAN

401k

Assets$301K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AQUA CAPITAL ADVISORS PENSION PLANTraditionalDB$900K32024
002AQUA 401(K) PLAN401k$301K22025
Retirement plans
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