Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPITAL ADVISORS, LTD.
EIN 34-1884035financial servicesLatest filing 2025
Plans
2
Retirement
2
$11.4M assets
Welfare
0
Participants
28
1115 TOWER EAST, 20600 CHAGRIN BOUVELARD - SHAKER HEIGHTS, OH 44122216-295-7900capitaladvisorsltd.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.4M assets / 28 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
CAPITAL ADVISORS, LTD. RETIREMENT SAVINGS PLAN
401k
Assets$8.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAPITAL ADVISORS, LTD CASH BALANCE PLAN
CashBalance
Assets$3.4M
Participants13
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 | CAPITAL ADVISORS, LTD. RETIREMENT SAVINGS PLAN | 401k | $8.1M | 15 | 2025 | |
| 002 | CAPITAL ADVISORS, LTD CASH BALANCE PLAN | CashBalance | $3.4M | 13 | 2025 |
Retirement plans