Sponsor portfolio
COLLEGIATE CAPITAL MANAGEMENT, INC.
EIN 56-1883204financial servicesLatest filing 2025
Plans
1
Retirement
1
$4.4M assets
Welfare
0
Participants
8
214 NEW BERN PLACE - RALEIGH, NC 27601919-838-0101collegiatecapital.comLinkedIn1-10 employeesfinancial services
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 | COLLEGIATE CAPITAL MANAGEMENT, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | 401k | $4.4M | 8 | 2025 |
Retirement plans