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  2. Capone and Associates

Filings through Oct 24, 2026.

Capone and Associates

EIN 37-1990414-financial services-Latest filing 2025
Plans
1
Retirement
1
$285K assets
Health & Benefits
0
Participants
21
1427 MILITARY CUTOFF ROAD, SUITE 207 - WILMINGTON, NC 28403910-728-4963caponeandassociates.bizLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$285K - 21 part

Plan summaries

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

Retirement#001

CAPONE AND ASSOCIATES 401(K) PLAN

401(k)

Assets$285K
Participants21
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
#001CAPONE AND ASSOCIATES 401(K) PLAN401(k)$285K212025
  • CAPONE AND ASSOCIATES 401(K) PLAN$285K
    #001 · 401(k) · 202521
Retirement plans
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