Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HC CAPITAL MANAGEMENT, LLC
EIN 47-2046367Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
17
345 CALIFORNIA AVENUE - PALO ALTO, CA 94306650-285-5224
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 17 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
HC CAPITAL MANAGEMENT, LLC HC CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HC CAPITAL MANAGEMENT, LLC HC CAPITAL MANAGEMENT, LLC 401(K) PLAN
401k
Assets$1.6M
Participants11
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 | HC CAPITAL MANAGEMENT, LLC HC CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $3.1M | 6 | 2025 | |
| 001 | HC CAPITAL MANAGEMENT, LLC HC CAPITAL MANAGEMENT, LLC 401(K) PLAN | 401k | $1.6M | 11 | 2025 |
Retirement plans