Sponsor portfolio
WELCY CAPITAL ADVISORS LLC
EIN 27-3259153investment managementLatest filing 2025
Plans
1
Retirement
1
$97K assets
Welfare
0
Participants
3
1101 BRICKELL AVE STE N1600 - MIAMI, FL 33131305-206-4080welcycap.comLinkedIn11-50 employeesinvestment management
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 | WELCY CAPITAL ADVISORS LLC | 401k | $97K | 3 | 2025 |
Retirement plans