Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FORT POINT CAPITAL, LLC
EIN 38-3823581venture capital & private equityLatest filing 2025
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
43
185 DARTMOUTH STREET, 10TH FLOOR - BOSTON, MA 02116617-303-2444fortpointcapital.comLinkedIn11-50 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 43 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
FORT POINT CAPITAL 401(K) PLAN
401k
Assets$4.6M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FORT POINT CAPITAL, LLC CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants21
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 | FORT POINT CAPITAL 401(K) PLAN | 401k | $4.6M | 22 | 2025 | |
| 002 | FORT POINT CAPITAL, LLC CASH BALANCE PLAN | CashBalance | $2.4M | 21 | 2025 |
Retirement plans