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  2. Essex Asset Advisors

Filings through Oct 24, 2026.

Essex Asset Advisors

EIN 45-3861819-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$527K assets
Health & Benefits
0
Participants
3
104 MAIN STREET, SUITE 1 - IVORYTON, CT 06442860-581-8437
Plans on this EIN
1 filing
#001401(k)-$527K - 3 part

Plan summaries

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

Retirement#001

ESSEX ASSET ADVISORS 401(K) PLAN

401(k)

Assets$527K
Participants3
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
#001ESSEX ASSET ADVISORS 401(K) PLAN401(k)$527K32025
  • ESSEX ASSET ADVISORS 401(K) PLAN$527K
    #001 · 401(k) · 20253
Retirement plans
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