Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPITAL STACK ADVISORS, LLC
EIN 82-4369350real estateLatest filing 2024
Plans
2
Retirement
2
$457K assets
Welfare
0
Participants
5
8061 ACADIA CT. - PARKLAND, FL 33067845-263-3300capitalstackadvisors.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $457K assets / 5 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
CAPITAL STACK ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$290K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CAPITAL STACK ADVISORS, LLC 401(K) PLAN
401k
Assets$167K
Participants3
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 | CAPITAL STACK ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $290K | 2 | 2024 | |
| 001 | CAPITAL STACK ADVISORS, LLC 401(K) PLAN | 401k | $167K | 3 | 2024 |
Retirement plans