Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COSTANOA VENTURE CAPITAL MANAGEMENT, LLC
EIN 45-4620193Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
24
160 FOREST AVENUE - PALO ALTO, CA 94301650-388-9310
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 24 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
COSTANOA VENTURE CAPITAL 401(K) PLAN
401k
Assets$5.3M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COSTANOA VENTURE CAPITAL CASH BALANCE PLAN
CashBalance
Assets$2K
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 | |
|---|---|---|---|---|---|---|
| 001 | COSTANOA VENTURE CAPITAL 401(K) PLAN | 401k | $5.3M | 23 | 2025 | |
| 002 | COSTANOA VENTURE CAPITAL CASH BALANCE PLAN | CashBalance | $2K | 1 | 2025 |
Retirement plans