Sponsor portfolio
SOUNDVIEW ADVISORS, INC.
EIN 20-8019783financial servicesLatest filing 2025
Plans
1
Retirement
1
$3.0M assets
Welfare
0
Participants
13
1441 W BAY DR. NW, STE. 201 - OLYMPIA, WA 98502206-682-7713soundviewadvisors.comLinkedIn1-10 employeesfinancial services
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 | SOUNDVIEW ADVISORS SAFE HARBOR 401(K) PLAN | 401k | $3.0M | 13 | 2025 |
Retirement plans