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EO ADVISORS

EIN 86-2409720-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
6
91 S. MAIN STREET, SUITE 200 - ZIONSVILLE, IN 46077317-607-9576eoadv.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$1.5M - 6 part

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Retirement#001

EO ADVISORS 401(K) PLAN

401k

Assets$1.5M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EO ADVISORS 401(K) PLAN401k$1.5M62025
Retirement plans
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