Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BENJAMIN J. FLOYD, JR. DBA FLOYD CAPITAL MGMT
EIN 68-0600089Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$767K assets
Welfare
0
Participants
8
6004 SUMMERFIELD DR., SUITE A - TEXARKANA, TX 75503903-794-2704
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $767K assets / 8 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
BENJAMIN J. FLOYD JR. DBA FLOYD CAPITAL MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$587K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BENJAMIN J. FLOYD, JR. DBA FLOYD CAPITAL MANAGEMENT 401(K) PROFIT SHARING PAN
401k
Assets$180K
Participants4
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 | BENJAMIN J. FLOYD JR. DBA FLOYD CAPITAL MANAGEMENT CASH BALANCE PLAN | CashBalance | $587K | 4 | 2025 | |
| 002 | BENJAMIN J. FLOYD, JR. DBA FLOYD CAPITAL MANAGEMENT 401(K) PROFIT SHARING PAN | 401k | $180K | 4 | 2025 |
Retirement plans