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CALTON & ASSOCIATES, INC.

EIN 59-2845944-financial services-Latest filing 2025
Plans
1
Retirement
1
$10.6M assets
Welfare
0
Participants
57
2701 N. ROCKY POINT DR., SUITE 1000 - TAMPA, FL 33607813-264-0440calton.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$10.6M - 57 part

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Retirement#001

CALTON & ASSOCIATES, INC. 401(K) & PROFIT SHARING PLAN

401k

Assets$10.6M
Participants57
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALTON & ASSOCIATES, INC. 401(K) & PROFIT SHARING PLAN401k$10.6M572025
Retirement plans
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