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SUMMIT CAPITAL ADVISORS II

EIN 83-0908666-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$4.1M assets
Welfare
0
Participants
6
1104 NORTH 35TH AVENUE - YAKIMA, WA 98902509-469-5032
Plans on this EIN
1 filing
#001401k-$4.1M - 6 part

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Retirement#001

CAPITAL ADVISORS WEALTH MANAGEMENT 401K RETIREMENT SAVINGS PLAN

401k

Assets$4.1M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPITAL ADVISORS WEALTH MANAGEMENT 401K RETIREMENT SAVINGS PLAN401k$4.1M62024
Retirement plans
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