Sponsor portfolio
ASSET & CAPITAL PLANNING SERVICES, INC. DBA A.C. PEPE INSURANCE AGENCY
EIN 14-1763300Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$944K assets
Welfare
0
Participants
5
PO BOX 480, 2568 ROUTE 55, SUITE 1 - POUGHQUAG, NY 12570845-724-3031
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 | ASSET & CAPITAL PLANNING SERVICES, INC. DBA A.C. PEPE INSURANCE AGENCY 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $944K | 5 | 2025 |
Retirement plans