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  2. Capital Advisors, Inc.

Filings through Oct 24, 2026.

Capital Advisors, Inc.

EIN 73-1044294-financial services-Latest filing 2025
Plans
1
Retirement
1
$27.8M assets
Health & Benefits
0
Participants
74
2222 S UTICA PLACE, STE 300 - TULSA, OK 74114918-599-0045capitaladv.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#002401(k)-$27.8M - 74 part

Plan summaries

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

Retirement#002

CAPITAL ADVISORS INC 401K PLAN EMPLOYEE STOCK OWNERSHIP PLAN

401(k)

Assets$27.8M
Participants74
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
#002CAPITAL ADVISORS INC 401K PLAN EMPLOYEE STOCK OWNERSHIP PLAN401(k)$27.8M742025
  • CAPITAL ADVISORS INC 401K PLAN EMPLOYEE STOCK OWNERSHIP PLAN$27.8M
    #002 · 401(k) · 202574
Retirement plans
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