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ANN NOVOSEL, CFP

EIN 91-1616722-investment banking-Latest filing 2025
Plans
1
Retirement
1
$16.0M assets
Welfare
0
Participants
4
1904 THIRD AVE, SUITE 925 - SEATTLE, WA 98101206-728-2254LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#002401k-$16.0M - 4 part

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Retirement#002

ANN NOVOSEL, CFP 401(K) PLAN

401k

Assets$16.0M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ANN NOVOSEL, CFP 401(K) PLAN401k$16.0M42025
Retirement plans
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