Sponsor portfolio
BRECKINRIDGE CAPITAL ADVISORS, INC.
EIN 04-3188271investment managementLatest filing 2024
Plans
1
Retirement
1
$36.0M assets
Welfare
0
Participants
108
125 HIGH STREET, SUITE 431 - BOSTON, MA 02110617-443-0779breckinridge.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRECKINRIDGE CAPITAL ADVISORS, INC. 401(K) PLAN | 401k | $36.0M | 108 | 2024 |
Retirement plans