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  2. FOURWORLD CAPITAL MANAGEMENT, LLC
Sponsor portfolio

FOURWORLD CAPITAL MANAGEMENT, LLC

EIN 47-3755833-investment management-Latest filing 2025
Plans
3
Retirement
2
$2.4M assets
Welfare
1
Participants
32
7 WORLD TRADE CENTER, FLOOR 46 - NEW YORK, NY 10007212-266-0073fourworldcapital.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
3 filings
#002TraditionalDB-$2.1M - 11 part#001401k-$268K - 10 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PLAN AND TRUST (#002)89%
  • PLAN AND TRUST (#001)11%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)11
  • PLAN AND TRUST (#001)10
Total 21Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FOURWORLD DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$2.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FOURWORLD PROFIT SHARING PLAN AND TRUST

401k

Assets$268K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

FOURWORLD DEFINED BENEFIT PLAN AND TRUST

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FOURWORLD DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$2.1M112025
001FOURWORLD PROFIT SHARING PLAN AND TRUST401k$268K102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002FOURWORLD DEFINED BENEFIT PLAN AND TRUSTSelf Funded-$002025
Retirement plans
Welfare plans
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