Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MIRAMAR CAPITAL, LLC
EIN 82-3509769financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
14
666 DUNDEE RD SUITE 502 - NORTHBROOK, IL 60062847-291-7300miramarcap.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 14 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
MIRAMAR CAPITAL, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MIRAMAR CAPITAL, LLC 401(K) AND PROFIT SHARING PLAN
401k
Assets$827K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MIRAMAR CAPITAL, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.0M | 5 | 2024 | |
| 001 | MIRAMAR CAPITAL, LLC 401(K) AND PROFIT SHARING PLAN | 401k | $827K | 9 | 2025 |
Retirement plans