Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SRB CAPITAL, LLC
EIN 82-3605734InformationLatest filing 2024
Plans
3
Retirement
2
$2.1M assets
Welfare
1
Participants
36
110 E GAMBIER STREET - MOUNT VERNON, OH 43050740-324-7535
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 24 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
SRB CAPITAL, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SRB CAPITAL, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$87K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
SRB CAPITAL, LLC DEFINED BENEFIT PENSION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SRB CAPITAL, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.0M | 12 | 2024 | |
| 001 | SRB CAPITAL, LLC PROFIT SHARING PLAN | ProfitSharing | $87K | 12 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | SRB CAPITAL, LLC DEFINED BENEFIT PENSION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans