Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AAA CAPITAL INVESTMENT INC.
EIN 51-0652314bankingLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
41
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 41 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
AAA CAPITAL INVESTMENT INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
AAA CAPITAL INVESTMENT INC. 401(K) PROFIT SHARING PLAN
401k
Assets$744K
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AAA CAPITAL INVESTMENT INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.2M | 10 | 2024 | |
| 001 | AAA CAPITAL INVESTMENT INC. 401(K) PROFIT SHARING PLAN | 401k | $744K | 31 | 2024 |
Retirement plans