Sponsor portfolio
BETA CAPITAL SECURITIES, LLC
EIN 65-0634050investment bankingLatest filing 2024
Plans
1
Retirement
1
$8.0M assets
Welfare
0
Participants
41
777 BRICKELL AVENUE, SUITE 1201 - MIAMI, FL 33131305-358-8844LinkedIn11-50 employeesinvestment banking
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 | CREAND-BETA CAPITAL 401(K) PLAN | 401k | $8.0M | 41 | 2024 |
Retirement plans