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  2. Poulos Advisors, Inc.

Filings through Oct 24, 2026.

Poulos Advisors, Inc.

EIN 20-5638997-financial services-Latest filing 2025
Plans
1
Retirement
1
$555K assets
Health & Benefits
0
Participants
3
PO BOX 64855 - BURLINGTON, VT 05406802-862-7361poulosadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$555K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

POULOS ADVISORS, INC. 401(K) PLAN

401(k)

Assets$555K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001POULOS ADVISORS, INC. 401(K) PLAN401(k)$555K32025
  • POULOS ADVISORS, INC. 401(K) PLAN$555K
    #001 · 401(k) · 20253
Retirement plans
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