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CAPITAL INVESTMENT SERVICES OF AMERICA, INC.

EIN 39-1344581-financial services-Latest filing 2025
Plans
1
Retirement
1
$16.9M assets
Welfare
0
Participants
11
111 E WISCONSIN AVE STE 1310 - MILWAUKEE, WI 532024812414-278-7744capinv.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002ProfitSharing-$16.9M - 11 part

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Retirement#002

CISA PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$16.9M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CISA PROFIT SHARING PLAN AND TRUSTProfitSharing$16.9M112025
Retirement plans
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