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CAPTIVE PLANNING ASSOCIATES LLC

EIN 20-8979061-insurance-Latest filing 2025
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
11
5 GREENTREE CENTRE 525 RTE 73 N, SUITE 218 - MARLTON, NJ 08053888-305-8889captiveplanning.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#001401k-$2.9M - 11 part

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Retirement#001

CAPTIVE PLANNING ASSOCIATES 401K PLAN

401k

Assets$2.9M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPTIVE PLANNING ASSOCIATES 401K PLAN401k$2.9M112025
Retirement plans
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