Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GEMINI CAPITAL INVESTMENTS LLC
EIN 88-1511027Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$689K assets
Welfare
0
Participants
6
5950 CANOGA AVENUE - 440 - WOODLAND HILLS, CA 91367805-719-4822
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $689K 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#002
GEMINI CAPITAL INVESTMENTS CASH BALANCE PLAN
CashBalance
Assets$581K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GEMINI CAPITAL INVESTMENTS PROFIT SHARING 401(K) PLAN
401k
Assets$108K
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 | |
|---|---|---|---|---|---|---|
| 002 | GEMINI CAPITAL INVESTMENTS CASH BALANCE PLAN | CashBalance | $581K | 3 | 2025 | |
| 001 | GEMINI CAPITAL INVESTMENTS PROFIT SHARING 401(K) PLAN | 401k | $108K | 3 | 2025 |
Retirement plans