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  1. Companies/
  2. Systima Capital Management LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Systima Capital Management LLC

EIN 27-4707322-investment management-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
13
155 N. WACKER DRIVE SUITE 3915 - CHICAGO, IL 60606312-481-7959systimacapital.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#001401(k)-$1.0M - 7 part#002Cash balance-$893K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PLAN & TRUST (#001)53%
  • PLAN & TRUST (#002)47%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)7
  • PLAN & TRUST (#002)6
Total 13Click 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

SYSTIMA CAPITAL MANAGEMENT LLC PROFIT SHARING PLAN & TRUST

401(k)

Assets$1.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SYSTIMA CAPITAL MANAGEMENT LLC CASH BALANCE PLAN & TRUST

Cash balance

Assets$893K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SYSTIMA CAPITAL MANAGEMENT LLC PROFIT SHARING PLAN & TRUST401(k)$1.0M72025
002SYSTIMA CAPITAL MANAGEMENT LLC CASH BALANCE PLAN & TRUSTCash balance$893K62025
Retirement plans
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