Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J. WOOD CAPITAL ADVISORS LLC
EIN 46-3547463capital marketsLatest filing 2025
Plans
2
Retirement
2
$16.4M assets
Welfare
0
Participants
44
1820 CALISTOGA ROAD - SANTA ROSA, CA 95404415-577-5305jwoodcapital.comLinkedIn11-50 employeescapital markets
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.4M assets / 44 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
J. WOOD CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$9.6M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
J. WOOD CAPITAL ADVISORS LLC CASH BALANCE PLAN
CashBalance
Assets$6.8M
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 | |
|---|---|---|---|---|---|---|
| 002 | J. WOOD CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN | 401k | $9.6M | 22 | 2025 | |
| 001 | J. WOOD CAPITAL ADVISORS LLC CASH BALANCE PLAN | CashBalance | $6.8M | 22 | 2025 |
Retirement plans