Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CENDANA CAPITAL MANAGEMENT, LLC
EIN 27-1965162Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
17
555 CLAY STREET - SAN FRANCISCO, CA 94111650-346-2914
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 17 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
CENDANA CAPITAL MANAGEMENT, LLC DEFINED BENEFIT PLAN
CashBalance
Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CENDANA CAPITAL MANAGEMENT, LLC 401(K) PLAN
401k
Assets$1.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CENDANA CAPITAL MANAGEMENT, LLC DEFINED BENEFIT PLAN | CashBalance | $1.5M | 7 | 2024 | |
| 001 | CENDANA CAPITAL MANAGEMENT, LLC 401(K) PLAN | 401k | $1.3M | 10 | 2025 |
Retirement plans