Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KENT LAKE CAPITAL LLC
EIN 83-1852581Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
8
300 EAST 2ND STREET, SUITE 1510 #1033 - RENO, NV 89501415-225-8568
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 8 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
KENT LAKE CAPITAL LLC CASH BALANCE PLAN
CashBalance
Assets$930K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KENT LAKE CAPITAL LLC 401(K) PLAN
401k
Assets$541K
Participants5
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 | KENT LAKE CAPITAL LLC CASH BALANCE PLAN | CashBalance | $930K | 3 | 2024 | |
| 001 | KENT LAKE CAPITAL LLC 401(K) PLAN | 401k | $541K | 5 | 2024 |
Retirement plans