Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HALABY CAPITAL MANAGEMENT, LLLP
EIN 82-5164241Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$794K assets
Welfare
0
Participants
9
720 S. COLORADO BLVD., STE. 500-S - DENVER, CO 80246303-522-2512
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $794K assets / 9 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
HALABY CAPITAL MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$434K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
HALABY CAPITAL MANAGEMENT, LLLP 401(K) PLAN
401k
Assets$359K
Participants4
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 | HALABY CAPITAL MANAGEMENT CASH BALANCE PLAN | CashBalance | $434K | 5 | 2025 | |
| 001 | HALABY CAPITAL MANAGEMENT, LLLP 401(K) PLAN | 401k | $359K | 4 | 2025 |
Retirement plans