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CAPE WEALTH ADVISORS, LLC

EIN 45-3998141-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$608K assets
Welfare
0
Participants
10
2345 E MASON ST - GREEN BAY, WI 54302920-272-2273
Plans on this EIN
1 filing
#001401k-$608K - 10 part

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Retirement#001

CAPE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING

401k

Assets$608K
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPE WEALTH ADVISORS, LLC 401(K) PROFIT SHARING401k$608K102025
Retirement plans
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