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APPLETON PARTNERS, LLP

EIN 47-3467658-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$6.8M assets
Welfare
0
Participants
32
911 CHAPALA STREET - SANTA BARBARA, CA 93101805-965-0304
Plans on this EIN
1 filing
#001401k-$6.8M - 32 part

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Retirement#001

APPLETON PARTNERS LLP 401(K) PROFIT SHARING PLAN

401k

Assets$6.8M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APPLETON PARTNERS LLP 401(K) PROFIT SHARING PLAN401k$6.8M322025
Retirement plans
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