Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GROUND SWELL CAPITAL LLC
EIN 27-2835438investment bankingLatest filing 2024
Plans
2
Retirement
2
$15.3M assets
Welfare
0
Participants
20
105 WEST HURON AVENUE - FOLLY BEACH, SC 294390046843-588-5169LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.3M assets / 20 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
GROUND SWELL CAPITAL LLC 401(K) PLAN
401k
Assets$10.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
GROUND SWELL CAPITAL LLC RE-ESTABLISHED CASH BALANCE PLAN
CashBalance
Assets$5.1M
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 | |
|---|---|---|---|---|---|---|
| 001 | GROUND SWELL CAPITAL LLC 401(K) PLAN | 401k | $10.2M | 10 | 2024 | |
| 003 | GROUND SWELL CAPITAL LLC RE-ESTABLISHED CASH BALANCE PLAN | CashBalance | $5.1M | 10 | 2024 |
Retirement plans