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  1. Companies/
  2. Breckinridge Capital Advisors, Inc.

Filings through Oct 24, 2026.

Breckinridge Capital Advisors, Inc.

EIN 04-3188271-investment management-Latest filing 2025
Plans
1
Retirement
1
$45.9M assets
Health & Benefits
0
Participants
110
125 HIGH STREET, SUITE 431 - BOSTON, MA 02110617-443-0779breckinridge.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$45.9M - 110 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BRECKINRIDGE CAPITAL ADVISORS, INC. 401(K) PLAN

401(k)

Assets$45.9M
Participants110
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BRECKINRIDGE CAPITAL ADVISORS, INC. 401(K) PLAN401(k)$45.9M1102025
  • BRECKINRIDGE CAPITAL ADVISORS, INC. 401(K) PLAN$45.9M
    #001 · 401(k) · 2025110
Retirement plans
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