Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
1315 CAPITAL, LLC
EIN 46-4980023venture capital & private equityLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
28
2929 WALNUT STREET, SUITE 1240 - PHILADELPHIA, PA 19104215-662-13181315capital.comLinkedIn11-50 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 28 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#004
1315 CAPITAL, LLC 401(K) PLAN
401k
Assets$6.0M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
1315 CAPITAL, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$745K
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 | |
|---|---|---|---|---|---|---|
| 004 | 1315 CAPITAL, LLC 401(K) PLAN | 401k | $6.0M | 20 | 2025 | |
| 005 | 1315 CAPITAL, LLC CASH BALANCE PENSION PLAN | CashBalance | $745K | 8 | 2024 |
Retirement plans