Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE NEW Y-CAPP, INC.
EIN 54-2012609mental health careLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
67
306 TURNER ROAD, SUITE G - RICHMOND, VA 23225804-301-6356thenewycapp.comLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 67 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
THE NEW YCAPP, INC. CASH BALANCE PLAN
CashBalance
Assets$778K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE NEW Y-CAPP, INC. 401(K) PLAN
401k
Assets$750K
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE NEW YCAPP, INC. CASH BALANCE PLAN | CashBalance | $778K | 17 | 2024 | |
| 001 | THE NEW Y-CAPP, INC. 401(K) PLAN | 401k | $750K | 50 | 2024 |
Retirement plans
Welfare plans