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PEPPERTREE CAPITAL MANAGEMENT

EIN 42-1599287-investment banking-Latest filing 2025
Plans
1
Retirement
1
$5.6M assets
Welfare
0
Participants
36
57 E WASHINGTON ST - CHAGRIN FALLS, OH 440223044440-528-0333LinkedIn11-50 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$5.6M - 36 part

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Retirement#001

PEPPERTREE CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.6M
Participants36
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEPPERTREE CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST401k$5.6M362025
Retirement plans
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