Sponsor portfolio
WOOLLEY CAPITAL PARTNERS, LLC
EIN 83-3094147Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$443K assets
Welfare
0
Participants
7
2755 EAST COTTONWOOD PKWY, #450 - SALT LAKE CITY, UT 84121702-307-2881
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 | |
|---|---|---|---|---|---|---|
| 002 | WOOLLEY CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN | 401k | $443K | 7 | 2025 |
Retirement plans