Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARTENNA CAPITAL LP
EIN 84-4074890Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
12
263 TRESSER BOULEVARD, SUITE 1602 - STAMFORD, CT 06901475-477-2000cartennacapital.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 12 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
CARTENNA CAPITAL LP 401K PROFIT SHARING PLAN
401k
Assets$1.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARTENNA CAPITAL LP CASH BALANCE PLAN
CashBalance
Assets$1.3M
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 | |
|---|---|---|---|---|---|---|
| 001 | CARTENNA CAPITAL LP 401K PROFIT SHARING PLAN | 401k | $1.9M | 8 | 2025 | |
| 002 | CARTENNA CAPITAL LP CASH BALANCE PLAN | CashBalance | $1.3M | 4 | 2025 |
Retirement plans