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CAPITOL FINANCIAL ADVISORS

EIN 04-3424859-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
6
1 HOLLIS STREET, SUITE 301 - WELLESLEY, MA 02482781-237-5205
Plans on this EIN
1 filing
#002401k-$2.8M - 6 part

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Retirement#002

CAPITOL FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN

401k

Assets$2.8M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAPITOL FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN401k$2.8M62024
Retirement plans
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