Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPTARAGET, LLC
EIN 45-2796052Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$745K assets
Welfare
0
Participants
23
325 W. WASHINGTON ST, STE 2-143 - SAN DIEGO, CA 92103888-952-1777
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $745K assets / 23 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
CAPTARGET, LLC DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$608K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAPTARGET, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$138K
Participants12
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 | CAPTARGET, LLC DEFINED BENEFIT PENSION PLAN | CashBalance | $608K | 11 | 2025 | |
| 002 | CAPTARGET, LLC PROFIT SHARING PLAN | ProfitSharing | $138K | 12 | 2025 |
Retirement plans