Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BPGE CAPITAL MANAGEMENT, LLC
EIN 88-2138852financial servicesLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
16
100 PRINGLE AVENUE, SUITE 550 - WALNUT CREEK, CA 94596925-746-7250bpgecapitalmanagement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 16 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
BPGE CAPITAL MANAGEMENT, LLC RETIREMENT PLAN
401k
Assets$1.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BPGE CAPITAL MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$220K
Participants6
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 | BPGE CAPITAL MANAGEMENT, LLC RETIREMENT PLAN | 401k | $1.1M | 10 | 2024 | |
| 002 | BPGE CAPITAL MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $220K | 6 | 2024 |
Retirement plans