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Sponsor portfolio

WILLIAM CARUSO & PARTNERS LLC

EIN 84-2956528-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
9
8055 E TUFTS AVE STE 1320 - DENVER, CO 802372552303-649-1600
Plans on this EIN
1 filing
#001401k-$1.1M - 9 part

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Retirement#001

WILLIAM CARUSO & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.1M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILLIAM CARUSO & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$1.1M92025
Retirement plans
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