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CASCO BAY WEALTH ADVISORS

EIN 46-3214064-financial services-Latest filing 2024
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
12
5 FUNDY RD, SUITE 2C - FALMOUTH, ME 04105207-841-7461cascobaywealthadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.1M - 12 part

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Retirement#001

CASCO BAY WEALTH ADVISORS 401(K) PLAN

401k

Assets$2.1M
Participants12
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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
001CASCO BAY WEALTH ADVISORS 401(K) PLAN401k$2.1M122024
Retirement plans
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