Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALTA PARK CAPITAL, LP
EIN 46-3559488investment managementLatest filing 2024
Plans
2
Retirement
2
$10.4M assets
Welfare
0
Participants
23
1 LETTERMAN DRIVE, BUILD A, A4-100 - SAN FRANCISCO, CA 94129415-835-3897altaparkcapital.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.4M assets / 23 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
ALTA PARK CAPITAL, LP 401(K) PROFIT SHARING PLAN
401k
Assets$5.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALTA PARK CAPITAL LP CASH BALANCE PLAN
CashBalance
Assets$5.2M
Participants6
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 | ALTA PARK CAPITAL, LP 401(K) PROFIT SHARING PLAN | 401k | $5.2M | 17 | 2024 | |
| 002 | ALTA PARK CAPITAL LP CASH BALANCE PLAN | CashBalance | $5.2M | 6 | 2024 |
Retirement plans