Sponsor portfolio

BLUME CAPITAL MANAGEMENT, INC.

EIN 94-3186835investment managementLatest filing 2024

Plans

Retirement

$4.4M assets

Welfare

Participants

1708 SHATTUCK AVENUE - BERKELEY, CA 94709510-549-3534blumecapital.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#002401k-$4.4M - 6 part

Plan deep-dives

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Retirement#002

BLUME CAPITAL MANAGEMENT, INC. PROFIT SHARING/401(K) PLAN

401k

Assets$4.4M

Participants6

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
002	BLUME CAPITAL MANAGEMENT, INC. PROFIT SHARING/401(K) PLAN	401k	$4.4M	6	2024

Retirement plans