Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
EVOLVE CAPITAL PARTNERS INC
EIN 46-0759802investment bankingLatest filing 2025
Plans
2
Retirement
2
$363K assets
Welfare
0
Participants
3
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $363K 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#003
EVOLVE CAPITAL PARTNERS INC. CASH BALANCE PLAN
CashBalance
Assets$200K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EVOLVE CAPITAL PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$162K
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 | |
|---|---|---|---|---|---|---|
| 003 | EVOLVE CAPITAL PARTNERS INC. CASH BALANCE PLAN | CashBalance | $200K | 2 | 2024 | |
| 002 | EVOLVE CAPITAL PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $162K | 1 | 2025 |
Retirement plans