Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ACCOLADE CAPITAL MANAGEMENT LLC
EIN 52-2227070Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
32
2100 PENNSYLVANIA AVE., SUITE 300N - WASHINGTON, DC 20037202-775-5595
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 32 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
ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ACCOLADE CAPITAL MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | 401k | $3.8M | 17 | 2025 | |
| 002 | ACCOLADE CAPITAL MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $1.5M | 15 | 2025 |
Retirement plans