Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
AFORE CAPITAL
EIN 81-3675933venture capital & private equityLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
18
680 2ND STREET - SAN FRANCISCO, CA 94107650-241-0777afore.vcLinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 18 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
AFORE CAPITAL CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AFORE CAPITAL PROFIT SHARING PLAN & TRUST
401k
Assets$884K
Participants9
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 | AFORE CAPITAL CASH BALANCE PLAN & TRUST | CashBalance | $1.2M | 9 | 2025 | |
| 001 | AFORE CAPITAL PROFIT SHARING PLAN & TRUST | 401k | $884K | 9 | 2025 |
Retirement plans