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EXPEDITION CAPITAL ADVISORS, LLC

EIN 81-3108131-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.0M assets
Welfare
0
Participants
13
5949 SHERRY LANE, SUITE 800 - DALLAS, TX 75225214-922-1195
Plans on this EIN
1 filing
#001401k-$3.0M - 13 part

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Retirement#001

EXPEDITION CAPITAL ADVISORS, LLC 401K PLAN

401k

Assets$3.0M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXPEDITION CAPITAL ADVISORS, LLC 401K PLAN401k$3.0M132025
Retirement plans
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