Sponsor portfolio
DRAKE CAPITAL ADVISORS, LLC
EIN 06-1609791Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$6.9M assets
Welfare
0
Participants
5
53 FOREST AVENUE, SUITE 210 - OLD GREENWICH, CT 06870203-861-7500
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 | DRAKE CAPITAL ADVISORS, LLC RETIREMENT PLAN AND TRUST | 401k | $6.9M | 5 | 2024 |
Retirement plans