Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPITAL INCOME ADVISORS, LLC
EIN 27-4334496financial servicesLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
6
12555 HIGH BLUFF DRIVE, STE 130 - SAN DIEGO, CA 92130858-217-5500capitalincomeadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 6 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
CAPITAL INCOME ADVISORS, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CAPITAL INCOME ADVISORS, LLC 401(K) PLAN
401k
Assets$636K
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 | |
|---|---|---|---|---|---|---|
| 002 | CAPITAL INCOME ADVISORS, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.8M | 3 | 2024 | |
| 001 | CAPITAL INCOME ADVISORS, LLC 401(K) PLAN | 401k | $636K | 3 | 2024 |
Retirement plans