Sponsor portfolio
J. CURTIS WEALTH ADVISORY SERVICES
EIN 81-4551574Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$402K assets
Welfare
0
Participants
2
260 EAST MAIN STREET, SUITE 3400 - ROCHESTER, NY 14604585-315-1898
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 | FREE2SKI RETIREMENT PLAN | 401k | $402K | 2 | 2025 |
Retirement plans