Assets by plan
Share of aggregate retirement assets
86%top
Sponsor portfolio
NORTHCAPE WEALTH MANAGEMENT
EIN 85-4063097financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
12
6565 MAIN ST - WILLIAMSVILLE, NY 142215848716-632-6565northcapewm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M 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
NORTHCAPE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
NORTHCAPE WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$294K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORTHCAPE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.8M | 6 | 2025 | |
| 002 | NORTHCAPE WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $294K | 6 | 2025 |
Retirement plans