Sponsor portfolio
CAPITAL INVESTMENT ADVISORS, INC.
EIN 27-3464003financial servicesLatest filing 2024
Plans
1
Retirement
1
$16.6M assets
Welfare
0
Participants
116
10 GLENLAKE PARKWAY NE, NORTH TOWER SUITE 1000 - ATLANTA, GA 30328404-531-0018yourwealth.comLinkedIn51-200 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 | CAPITAL INVESTMENT ADVISORS 401(K) PLAN | 401k | $16.6M | 116 | 2024 |
Retirement plans