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  2. Terminus 1837 Holdings, LLC Dba Yari Capital Advisors

Filings through Oct 24, 2026.

Terminus 1837 Holdings, LLC Dba Yari Capital Advisors

EIN 58-2260728-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$214K assets
Health & Benefits
0
Participants
6
3438 PEACHTREE ROAD, PHIPPS TOWER, SUITE 1200 - ATLANTA, GA 30326770-612-4629
Plans on this EIN
1 filing
#001401(k)-$214K - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

YARI CAPITAL ADVISORS RETIREMENT PLAN

401(k)

Assets$214K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001YARI CAPITAL ADVISORS RETIREMENT PLAN401(k)$214K62024
  • YARI CAPITAL ADVISORS RETIREMENT PLAN$214K
    #001 · 401(k) · 20246
Retirement plans
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