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Sponsor portfolio

FILLMORE CAPITAL PARTNERS, LLC

EIN 20-0213828-investment management-Latest filing 2024
Plans
1
Retirement
1
$9.8M assets
Welfare
0
Participants
35
4145 POWELL ROAD, SUITE C - POWELL, OH 43065614-781-1420fillmorecap.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$9.8M - 35 part

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Retirement#001

FILLMORE CAPITAL PARTNERS, LLC 401(K) PLAN

401k

Assets$9.8M
Participants35
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FILLMORE CAPITAL PARTNERS, LLC 401(K) PLAN401k$9.8M352024
Retirement plans
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