Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Cape Reserve, Inc.
EIN 81-1488523Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$305K assets
Welfare
0
Participants
11
1510 DEMONBREUN ST., SUITE 1203 - NASHVILLE, TN 37203270-839-7393
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $305K assets / 11 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
CAPE RESERVE, INC. CASH BALANCE PLAN
Cash balance
Assets$190K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CAPE RESERVE, INC. 401(K) PLAN
401(k)
Assets$115K
Participants7
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 | CAPE RESERVE, INC. CASH BALANCE PLAN | Cash balance | $190K | 4 | 2025 | |
| 001 | CAPE RESERVE, INC. 401(K) PLAN | 401(k) | $115K | 7 | 2025 |
Retirement plans