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PROFICIO CAPITAL PARTNERS

EIN 47-1866236-financial services-Latest filing 2025
Plans
1
Retirement
1
$7.8M assets
Welfare
0
Participants
24
300 WASHINGTON ST, ONE GATEWAY CTR STE 951 - NEWTON, MA 02458508-846-9502proficiocap.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$7.8M - 24 part

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Retirement#001

PROFICIO CAPITAL PARTNERS LLC 401(K) PLAN

401k

Assets$7.8M
Participants24
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROFICIO CAPITAL PARTNERS LLC 401(K) PLAN401k$7.8M242025
Retirement plans
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