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CERULEAN PRIVATE WEALTH ADVISO

EIN 83-1541818-financial services-Latest filing 2025
Plans
1
Retirement
1
$707K assets
Welfare
0
Participants
4
3815 RIVER CROSSING PKWY STE 200 - INDIANAPOLIS, IN 462407758833-232-2792ceruleanpwa.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$707K - 4 part

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Retirement#001

CERULEAN PRIVATE WEALTH ADVISO 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$707K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CERULEAN PRIVATE WEALTH ADVISO 401(K) PROFIT SHARING PLAN & TRUST401k$707K42025
Retirement plans
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