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EDGEPOINT CAPITAL ADVISORS, LLC

EIN 34-1918871-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.3M assets
Welfare
0
Participants
33
2000 AUBURN DRIVE, SUITE 330 - BEACHWOOD, OH 44122216-831-2430
Plans on this EIN
1 filing
#001401k-$2.3M - 33 part

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Retirement#001

EDGEPOINT CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$2.3M
Participants33
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EDGEPOINT CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$2.3M332025
Retirement plans
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