Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VAQUERO CAPITAL LLC
EIN 56-2533492investment bankingLatest filing 2024
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
29
1414 CASTRO ST. - SUITE D - SAN FRANCISCO, CA 94114415-798-2300vaquerocap.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 29 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
VAQUERO CAPITAL LLC CASH BALANCE PLAN
CashBalance
Assets$3.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VAQUERO CAPITAL LLC 401(K) PLAN
401k
Assets$2.9M
Participants22
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 | VAQUERO CAPITAL LLC CASH BALANCE PLAN | CashBalance | $3.5M | 7 | 2024 | |
| 001 | VAQUERO CAPITAL LLC 401(K) PLAN | 401k | $2.9M | 22 | 2024 |
Retirement plans