PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TRITON CAPITAL PARTNERS, LTD.
Sponsor portfolio

TRITON CAPITAL PARTNERS, LTD.

EIN 36-4389123-investment banking-Latest filing 2025
Plans
2
Retirement
2
$10.7M assets
Welfare
0
Participants
16
566 WEST LAKE STREET, SUITE 235 - CHICAGO, IL 60661312-575-0190tritoncap.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filings
#002401k-$5.8M - 8 part#003CashBalance-$4.9M - 8 part

Retirement portfolio analytics

2 plans aggregated / $10.7M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN AND TRUST (#002)54%
  • PLAN BALANCE PLAN (#003)46%
Total $10.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)8
  • PLAN BALANCE PLAN (#003)8
Total 16Click 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

TRITON CAPITAL PARTNERS, LTD. PROFIT SHARING PLAN AND TRUST

401k

Assets$5.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TRITON CAPITAL PARTNERS, LTD. CASH BALANCE PLAN BALANCE PLAN

CashBalance

Assets$4.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TRITON CAPITAL PARTNERS, LTD. PROFIT SHARING PLAN AND TRUST401k$5.8M82025
003TRITON CAPITAL PARTNERS, LTD. CASH BALANCE PLAN BALANCE PLANCashBalance$4.9M82025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica