Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPITAL ASPECTS, LLC
EIN 85-0445063Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
6
11601 MONTGOMERY BLVD NE - ALBUQUERQUE, NM 871112660505-237-2000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 6 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#003
CAPITAL ASPECTS, LLC PROFIT SHARING PLAN
401k
Assets$1.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CAPITAL ASPECTS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CAPITAL ASPECTS, LLC PROFIT SHARING PLAN | 401k | $1.6M | 3 | 2024 | |
| 004 | CAPITAL ASPECTS, LLC CASH BALANCE PLAN | CashBalance | $1.1M | 3 | 2024 |
Retirement plans