Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
17 CAPITAL PARTNERS, LLC DBA PEARL CAPITAL MANAGEMENT
EIN 81-1418135Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$616K assets
Welfare
0
Participants
4
4417 N. 40TH ST, SUITE 300 - PHOENIX, AZ 85018602-718-1177
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $616K assets / 4 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#010
17 CAPITAL PARTNERS, LLC SOLO 401(K) U/A DTD 12/10/2016
401k
Assets$518K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
17 CAPITAL PARTNERS, LLC DBA PEARL CAPITAL MANAGEMENT 401(K) PLAN
401k
Assets$98K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 010 | 17 CAPITAL PARTNERS, LLC SOLO 401(K) U/A DTD 12/10/2016 | 401k | $518K | 1 | 2025 | |
| 001 | 17 CAPITAL PARTNERS, LLC DBA PEARL CAPITAL MANAGEMENT 401(K) PLAN | 401k | $98K | 3 | 2025 |
Retirement plans