Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COLUMBIA WEST CAP, LLC
EIN 90-0839152investment bankingLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
8
14624 N.SCOTTSDALE, ROAD, SUITE 124 - SCOTTSDALE, AZ 85254480-664-1381columbiawestcap.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 8 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
COLUMBIA WEST CAP, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$815K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
COLUMBIA WEST CAP 401(K) PROFIT SHARING PLAN
401k
Assets$593K
Participants5
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 | COLUMBIA WEST CAP, LLC DEFINED BENEFIT PLAN | TraditionalDB | $815K | 3 | 2024 | |
| 001 | COLUMBIA WEST CAP 401(K) PROFIT SHARING PLAN | 401k | $593K | 5 | 2024 |
Retirement plans