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Sponsor portfolio

RIVAS CAPITAL, LLC

EIN 27-4848175-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
7
104 MOUNT AUBURN STREET, SUITE 5F - CAMBRIDGE, MA 02138617-744-9697
Plans on this EIN
2 filings
#002CashBalance-$968K - 2 part#001401k-$830K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • CAPITAL RETIREMENT PLAN (#001)46%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL RETIREMENT PLAN (#001)5
  • CASH BALANCE PLAN (#002)2
Total 7Click 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#002

RIVAS CAPITAL CASH BALANCE PLAN

CashBalance

Assets$968K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RIVAS CAPITAL RETIREMENT PLAN

401k

Assets$830K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RIVAS CAPITAL CASH BALANCE PLANCashBalance$968K22025
001RIVAS CAPITAL RETIREMENT PLAN401k$830K52025
Retirement plans
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