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PARTNERS CAPITAL GROUP

EIN 20-3449063-financial services-Latest filing 2025
Plans
1
Retirement
1
$693K assets
Welfare
0
Participants
23
201 SANDPOINTE AVE., SUITE 500 - SANTA ANA, CA 92707949-916-8326partnerscapitalgrp.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$693K - 23 part

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Retirement#001

PARTNERS CAPITAL GROUP 401(K) PLAN

401k

Assets$693K
Participants23
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PARTNERS CAPITAL GROUP 401(K) PLAN401k$693K232025
Retirement plans
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