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CAPITALIST INVESTMENT SERVICES, LLC

EIN 52-2347196-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.3M assets
Welfare
0
Participants
5
645 BALTIMORE ANNAPOLIS BLVD., SUITE 200 - SEVERNA PARK, MD 21146410-544-6983capitalistinvestment.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$3.3M - 5 part

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Retirement#001

CAPITALIST INVESTMENT SERVICES, LLC 401(K) PLAN

401k

Assets$3.3M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPITALIST INVESTMENT SERVICES, LLC 401(K) PLAN401k$3.3M52025
Retirement plans
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