Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADELANTE CAPITAL MANAGEMENT LLC
EIN 94-3219135investment managementLatest filing 2024
Plans
2
Retirement
2
$9.0M assets
Welfare
0
Participants
23
1101 MARINA VILLAGE PARKWAY, SUITE 201 - ALAMEDA, CA 94501510-986-2120LinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.0M assets / 23 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
ADELANTE INVESTMENT PLAN
401k
Assets$8.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADELANTE CASH BALANCE PLAN
CashBalance
Assets$504K
Participants9
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 | ADELANTE INVESTMENT PLAN | 401k | $8.5M | 14 | 2024 | |
| 002 | ADELANTE CASH BALANCE PLAN | CashBalance | $504K | 9 | 2024 |
Retirement plans