Sponsor portfolio
COLTER LEWIS INVESTMENT PARTNERS LLC
EIN 82-4568993investment managementLatest filing 2024
Plans
1
Retirement
1
$296K assets
Welfare
0
Participants
7
22 WEST PUTNAM AVENUE - GREENWICH, CT 06830203-987-3090colterlewis.comLinkedIn11-50 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 | COLTER LEWIS 401(K) RETIREMENT PLAN | 401k | $296K | 7 | 2024 |
Retirement plans