Sponsor portfolio

CONTEXT CAPITAL MANAGEMENT LLC

EIN 33-0972042capital marketsLatest filing 2025

Plans

Retirement

$2.9M assets

Welfare

Participants

7724 GIRARD AVE STE 300 - LA JOLLA, CA 920374424858-481-3666contextfunds.comLinkedIn11-50 employeescapital markets

Plans on this EIN

1 filing

#001401k-$2.9M - 19 part

Plan deep-dives

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Retirement#001

CONTEXT CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.9M

Participants19

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	CONTEXT CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST	401k	$2.9M	19	2025

Retirement plans