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  1. Companies/
  2. Cotswold Capital Advisors, Inc.

Filings through Oct 24, 2026.

Cotswold Capital Advisors, Inc.

EIN 30-0521399-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$372K assets
Health & Benefits
0
Participants
5
15 FRONT LIGHT WALK - DAUFUSKIE ISLAND, SC 299159110910-465-3335
Plans on this EIN
1 filing
#001401(k)-$372K - 5 part

Plan summaries

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

Retirement#001

COTSWOLD CAPITAL ADVISORS, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401(k)

Assets$372K
Participants5
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
#001COTSWOLD CAPITAL ADVISORS, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST401(k)$372K52025
  • COTSWOLD CAPITAL ADVISORS, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST$372K
    #001 · 401(k) · 20255
Retirement plans
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