Sponsor portfolio
CANOPY FINANCIAL TECHNOLOGY PA
EIN 85-3424721financial servicesLatest filing 2025
Plans
1
Retirement
1
$130K assets
Welfare
0
Participants
45
1 RESEARCH CT STE 450 - ROCKVILLE, MD 208506252443-283-0801canopytpr.comLinkedIn51-200 employeesfinancial services
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 | CANOPY FINANCIAL TECHNOLOGY PA 401(K) PROFIT SHARING PLAN & TRUST | 401k | $130K | 45 | 2025 |
Retirement plans