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CAPITAL VALUATION GROUP, INC.

EIN 39-1312478-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
6
740 REGENT STREET, SUITE 102 - MADISON, WI 53715608-257-2757capvalgroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.9M - 6 part

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Retirement#001

CAPITAL VALUATION GROUP, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

401k

Assets$1.9M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPITAL VALUATION GROUP, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN401k$1.9M62025
Retirement plans
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