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CAPE ANN ASSET MANAGEMENT

EIN 81-2858530-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
2
11 APEX DRIVE, SUITE 300A - MARLBOROUGH, MA 01752857-288-1500
Plans on this EIN
1 filing
#001401k-$1.1M - 2 part

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Retirement#001

CAPE ANN ASSET MANAGEMENT 401(K) PLAN

401k

Assets$1.1M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPE ANN ASSET MANAGEMENT 401(K) PLAN401k$1.1M22025
Retirement plans
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