Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
AILSA CAPITAL MANAGEMENT, INC.
EIN 27-3973535investment bankingLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M 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#003
AILSA CAPITAL MANAGEMENT, INC 401(K) PROFIT SHARING PLAN
401k
Assets$2.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
AILSA CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN & TRUST
CashBalance
Assets$972K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | AILSA CAPITAL MANAGEMENT, INC 401(K) PROFIT SHARING PLAN | 401k | $2.2M | 5 | 2024 | |
| 004 | AILSA CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN & TRUST | CashBalance | $972K | 3 | 2024 |
Retirement plans