Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPITAL PENSION GROUP, LLC
EIN 46-2028188Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
62
760 LAKEVIEW PLAZA BLVD., SUITE 700 - WORTHINGTON, OH 43085614-888-6008
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 62 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
THE PENSION DESIGN GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$2.8M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAPITAL PENSION GROUP CASH BALANCE PENSION PLAN
CashBalance
Assets$238K
Participants22
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 | THE PENSION DESIGN GROUP 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 40 | 2024 | |
| 002 | CAPITAL PENSION GROUP CASH BALANCE PENSION PLAN | CashBalance | $238K | 22 | 2024 |
Retirement plans