Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BUTTONWOOD CAPITAL MANAGEMENT LLC
EIN 47-1762047investment managementLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
15
17550 N. PERIMETER DRIVE, SUITE 100 - SCOTTSDALE, AZ 85255480-305-2102buttonwoodcapitalmgmt.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 15 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
BUTTONWOOD CAPITAL MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BUTTONWOOD CAPITAL MANAGEMENT 401(K) PLAN
401k
Assets$578K
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 | BUTTONWOOD CAPITAL MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $1.5M | 7 | 2025 | |
| 001 | BUTTONWOOD CAPITAL MANAGEMENT 401(K) PLAN | 401k | $578K | 8 | 2025 |
Retirement plans