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CANTERBURY CONSULTING INCORPORATED

EIN 33-0307982-investment management-Latest filing 2024
Plans
1
Retirement
1
$49.3M assets
Welfare
0
Participants
97
610 NEWPORT CENTER DR., STE. 500 - NEWPORT BEACH, CA 92660949-721-9580canterburyconsulting.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$49.3M - 97 part

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Retirement#001

CANTERBURY CONSULTING INCORPORATED EMPLOYEES' RETIREMENT PLAN

401k

Assets$49.3M
Participants97
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CANTERBURY CONSULTING INCORPORATED EMPLOYEES' RETIREMENT PLAN401k$49.3M972024
Retirement plans
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