Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EPACRIA CAPITAL PARTNERS, LLC
EIN 83-3582580financial servicesLatest filing 2024
Plans
2
Retirement
2
$761K assets
Welfare
0
Participants
4
885 ARAPAHOE AVENUE, SUITE 2 - BOULDER, CO 80302617-784-2127epacria.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $761K assets / 4 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
EPACRIA CAPITAL PARTNERS, LLC CASH BALANCE PLAN
CashBalance
Assets$436K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EPACRIA CAPITAL PARTNERS, LLC 401(K) PLAN
401k
Assets$325K
Participants2
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 | EPACRIA CAPITAL PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $436K | 2 | 2024 | |
| 001 | EPACRIA CAPITAL PARTNERS, LLC 401(K) PLAN | 401k | $325K | 2 | 2024 |
Retirement plans