Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PARALLEL CAPITAL PARTNERS, INC.
EIN 45-4713111real estateLatest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
77
4105 SORRENTO VALLEY BOULEVARD - SAN DIEGO, CA 92121858-882-9500parallelcapitalpartners.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 77 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
PARALLEL CAPITAL PARTNERS 401(K) PROFIT SHARING PLAN
401k
Assets$5.0M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PARALLEL CAPITAL PARTNERS CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants33
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 | PARALLEL CAPITAL PARTNERS 401(K) PROFIT SHARING PLAN | 401k | $5.0M | 44 | 2025 | |
| 002 | PARALLEL CAPITAL PARTNERS CASH BALANCE PLAN | CashBalance | $1.5M | 33 | 2025 |
Retirement plans