Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOUNTAIN CAPITAL INVESTMENT ADVISORS, INC
EIN 27-4826969investment managementLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
27
12235 PECOS ST. STE 100 - WESTMINSTER, CO 80234720-500-0050mountaincapital.usLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 27 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
MOUNTAIN CAPITAL INVESTMENT ADVISORS 401(K) PLAN
401k
Assets$2.4M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MOUNTAIN CAPITAL INVESTMENT ADVISORS, INC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.2M
Participants11
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 | MOUNTAIN CAPITAL INVESTMENT ADVISORS 401(K) PLAN | 401k | $2.4M | 16 | 2024 | |
| 002 | MOUNTAIN CAPITAL INVESTMENT ADVISORS, INC DEFINED BENEFIT PLAN | TraditionalDB | $2.2M | 11 | 2024 |
Retirement plans