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  2. Long Wharf Capital LLC

Filings through Oct 24, 2026.

Long Wharf Capital LLC

EIN 27-3699952-financial services-Latest filing 2025
Plans
1
Retirement
1
$43.0M assets
Health & Benefits
0
Participants
32
ONE FEDERAL STREET 26TH FLOOR - BOSTON, MA 02110617-250-7272longwharf.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$43.0M - 32 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

LONG WHARF CAPITAL LLC RETIREMENT SAVINGS PLAN

401(k)

Assets$43.0M
Participants32
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LONG WHARF CAPITAL LLC RETIREMENT SAVINGS PLAN401(k)$43.0M322025
  • LONG WHARF CAPITAL LLC RETIREMENT SAVINGS PLAN$43.0M
    #001 · 401(k) · 202532
Retirement plans
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