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EPPOLITO, CARBONE & CO. LLC

EIN 82-1508610-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
5
ONE MEETING HOUSE RD, SUITE 13 - CHELMSFORD, MA 01824978-455-7799
Plans on this EIN
1 filing
#001401k-$1.9M - 5 part

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Retirement#001

EPPOLITO FINANCIAL STRATEGIES 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.9M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPPOLITO FINANCIAL STRATEGIES 401(K) PROFIT SHARING PLAN AND TRUST401k$1.9M52025
Retirement plans
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