Sponsor portfolio
CAPLO ADVISORY LLC
EIN 85-4252735Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$22K assets
Welfare
0
Participants
3
717 TEXAS AVE, FLOOR 12, STE 58 - HOUSTON, TX 77002713-857-3038
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 | CAPLO ADVISORY 401(K) PLAN | 401k | $22K | 3 | 2025 |
Retirement plans