Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHITECAP HEALTH ADVISORS, LLC
EIN 81-2037099Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$11.2M assets
Welfare
0
Participants
59
PO BOX 2012 - MINNEAPOLIS, MN 55402612-868-6917
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.2M assets / 59 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
WHITECAP HEALTH ADVISORS, LLC 401(K) PLAN
401k
Assets$6.3M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WHITECAP HEALTH ADVISORS CASH BALANCE PENSION PLAN
CashBalance
Assets$4.9M
Participants31
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 | WHITECAP HEALTH ADVISORS, LLC 401(K) PLAN | 401k | $6.3M | 28 | 2025 | |
| 002 | WHITECAP HEALTH ADVISORS CASH BALANCE PENSION PLAN | CashBalance | $4.9M | 31 | 2025 |
Retirement plans