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ESTATE & TRUST ADVISORS

EIN 36-4181455-investment management-Latest filing 2025
Plans
1
Retirement
1
$450K assets
Welfare
0
Participants
5
2610 LAKE COOK ROAD, SUITE 190 - RIVERWOODS, IL 60015847-441-4600etaadvisor.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$450K - 5 part

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Retirement#001

ESTATE & TRUST ADVISORS PROFIT SHARING 401(K) PLAN

401k

Assets$450K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ESTATE & TRUST ADVISORS PROFIT SHARING 401(K) PLAN401k$450K52025
Retirement plans
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