Sponsor portfolio
PRIVATE CLIENT RESOURCES, LLC
EIN 06-1596299Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
1
Retirement
1
$4.9M assets
Welfare
0
Participants
60
187 DANBURY ROAD, SUITE 202 - WILTON, CT 06897203-762-9006
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 | PRIVATE CLIENT RESOURCES, LLC 401(K) RETIREMENT PLAN | 401k | $4.9M | 60 | 2024 |
Retirement plans