Filings through .
Sponsor portfolio
Overlay Capital, LLC
EIN 88-0592189financial servicesLatest filing 2025
Plans
2
Retirement
1
$293K assets
Welfare
1
Participants
15
11720 AMBER PARK DRIVE, SUITE 425 - ALPHARETTA, GA 30009770-415-0595overlaycapital.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OVERLAY CAPITAL 401(K) PLAN
401(k)
Assets$293K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OVERLAY CAPITAL LLC GCF BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OVERLAY CAPITAL 401(K) PLAN | 401(k) | $293K | 15 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OVERLAY CAPITAL LLC GCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans