Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GARRISON POINT CAPITAL
EIN 46-0985075investment managementLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
13
2033 N. MAIN STREET SUITE 1050 - WALNUT CREEK, CA 94596415-887-1414LinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 13 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
GARRISON POINT CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GARRISON POINT CAPITAL 401(K) PLAN
401k
Assets$1.8M
Participants8
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 | GARRISON POINT CASH BALANCE PLAN | CashBalance | $3.2M | 5 | 2024 | |
| 001 | GARRISON POINT CAPITAL 401(K) PLAN | 401k | $1.8M | 8 | 2025 |
Retirement plans