Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolio
CAPITOL STRATEGIC ADVISORS, LLC
EIN 45-2222564Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
3
1215 K STREET, SUITE 1120 - SACRAMENTO, CA 95814916-813-0839capitolstrategic.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 3 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
CAPITOL STRATEGIC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CAPITOL STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$224K
Participants1
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 | CAPITOL STRATEGIC ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.3M | 2 | 2025 | |
| 001 | CAPITOL STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $224K | 1 | 2025 |
Retirement plans