Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FREESTYLE CAPITAL MANAGEMENT, LLC.
EIN 45-1060837investment bankingLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
7
454 LAS GALLINAS AVE, PMB 2035 - SAN RAFAEL, CA 94903415-450-0109LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 7 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
FREESTYLE CAPITAL, LLC. CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FREESTYLE CAPITAL RETIREMENT PLAN
401k
Assets$1.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FREESTYLE CAPITAL, LLC. CASH BALANCE PLAN | CashBalance | $2.3M | 2 | 2024 | |
| 001 | FREESTYLE CAPITAL RETIREMENT PLAN | 401k | $1.8M | 5 | 2024 |
Retirement plans