Sponsor portfolio
NAPATREE CAPITAL, LLC
EIN 82-4308500investment managementLatest filing 2025
Plans
1
Retirement
1
$115K assets
Welfare
0
Participants
3
90 BEACH ST - WESTERLY, RI 02891401-868-1115napatreecapital.comLinkedIn1-10 employeesinvestment management
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 | NAPATREE CAPITAL, LLC RETIREMENT PLAN | 401k | $115K | 3 | 2025 |
Retirement plans