Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESTOVER CAPITAL ADVISORS, LLC
EIN 51-0394662investment managementLatest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
16
1013 CENTRE ROAD, SUITE 405 - WILMINGTON, DE 19805302-427-9600westovercapital.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M 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#003
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WESTOVER CAPITAL ADVISORS, LLC 401(K) PROFIT SHARING 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 | |
|---|---|---|---|---|---|---|
| 003 | WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $2.2M | 5 | 2024 | |
| 001 | WESTOVER CAPITAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 11 | 2024 |
Retirement plans