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CONSERVEST CAPITAL ADVISORS IN

EIN 23-2728127-financial services-Latest filing 2025
Plans
1
Retirement
1
$5.7M assets
Welfare
0
Participants
8
257 E LANCASTER AVE STE 205 - WYNNEWOOD, PA 190961932610-647-8771conservest.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$5.7M - 8 part

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Retirement#001

CONSERVEST CAPITAL ADVISORS IN 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.7M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONSERVEST CAPITAL ADVISORS IN 401(K) PROFIT SHARING PLAN & TRUST401k$5.7M82025
Retirement plans
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