Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ST. CLOUD CAPITAL III SBIC, LLC
EIN 47-2436183Finance and InsuranceLatest filing 2024
Plans
3
Retirement
3
$2.4M assets
Welfare
0
Participants
16
10866 WILSHIRE BOULEVARD, SUITE 1450 - LOS ANGELES, CA 90024310-475-2700
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.4M assets / 16 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
ST. CLOUD CAPITAL III SBIC, LLC 401(K) PLAN
401k
Assets$1.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ST. CLOUD CAPITAL III SBIC, LLC CASH BALANCE PLAN
CashBalance
Assets$560K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ST. CLOUD CAPITAL III SBIC, LLC HCE 401(K) PLAN
401k
Assets$314K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ST. CLOUD CAPITAL III SBIC, LLC 401(K) PLAN | 401k | $1.5M | 9 | 2024 | |
| 003 | ST. CLOUD CAPITAL III SBIC, LLC CASH BALANCE PLAN | CashBalance | $560K | 4 | 2024 | |
| 002 | ST. CLOUD CAPITAL III SBIC, LLC HCE 401(K) PLAN | 401k | $314K | 3 | 2024 |
Retirement plans