Sponsor portfolio
DOLAN CAPITAL ADVISORS, INC.
EIN 47-4227631investment managementLatest filing 2024
Plans
1
Retirement
1
$66K assets
Welfare
0
Participants
4
15720 BRIXHAM HILL AVE, SUITE 300 - CHARLOTTE, NC 28277704-577-5248dolanca.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DOLAN CAPITAL ADVISORS, INC. 401(K) PLAN | 401k | $66K | 4 | 2024 |
Retirement plans