Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KLAROS ADVISORS, LLC
EIN 84-2428473Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
3
$8.0M assets
Welfare
0
Participants
54
500 YGNACIO VALLEY ROAD, UNIT 410 - WALNUT CREEK, CA 94596925-482-8650
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $8.0M assets / 54 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#001
KLAROS ADVISORS 401(K) PLAN
401k
Assets$4.8M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KLAROS ADVISORS CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KLAROS ADVISORS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$330K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KLAROS ADVISORS 401(K) PLAN | 401k | $4.8M | 32 | 2025 | |
| 002 | KLAROS ADVISORS CASH BALANCE PLAN | CashBalance | $2.8M | 14 | 2024 | |
| 003 | KLAROS ADVISORS, LLC CASH BALANCE PENSION PLAN | CashBalance | $330K | 8 | 2025 |
Retirement plans