Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPITAL RESEARCH AND CONSULTING, LLC
EIN 95-4660745financial servicesLatest filing 2024
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
18
15 S. RAYMOND AVENUE, SUITE 200 - PASADENA, CA 911051979626-844-1441capitalresearchandconsulting.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 18 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
CAPITAL RESEARCH & CONSULTING, LLC 401K PROFIT SHARING PLAN
401k
Assets$4.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.0M
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 | CAPITAL RESEARCH & CONSULTING, LLC 401K PROFIT SHARING PLAN | 401k | $4.6M | 9 | 2024 | |
| 002 | CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN | TraditionalDB | $2.0M | 9 | 2024 |
Retirement plans