Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLAYTON CAPITAL PARTNERS, INC.
EIN 43-1914875investment bankingLatest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
15
8112 MARYLAND AVE. STE. 250 - CLAYTON, MO 63105314-725-9939claytoncapitalpartners.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 15 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#002
CLAYTON CAPITAL PARTNERS CASH BALANCE PENSION PLAN
CashBalance
Assets$3.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CLAYTON CAPITAL PARTNERS, INC. 401(K) PLAN
401k
Assets$1.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CLAYTON CAPITAL PARTNERS CASH BALANCE PENSION PLAN | CashBalance | $3.1M | 4 | 2024 | |
| 001 | CLAYTON CAPITAL PARTNERS, INC. 401(K) PLAN | 401k | $1.9M | 11 | 2025 |
Retirement plans