Sponsor portfolio
WELCH CAPITAL PARTNERS, LLC
EIN 13-3893476Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$4.9M assets
Welfare
0
Participants
5
500 MAMARONECK AVE., SUITE 320 - HARRISON, NY 10528212-754-6077welchcapital.comLinkedIn11-50 employees
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 | WELCH CAPITAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN | 401k | $4.9M | 5 | 2025 |
Retirement plans