Sponsor portfolio
CAPITAL VALUATION PARTNERS, LLC
EIN 81-5204392Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$788K assets
Welfare
0
Participants
6
435 N MAIN STREET 2ND FLOOR - DOYLESTOWN, PA 18901267-253-5926
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 | CAPITAL VALUATION PARTNERS 401(K) PROFIT SHARING PLAN | 401k | $788K | 6 | 2024 |
Retirement plans