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  2. Custom Asset Partners, LLC

Filings through Oct 24, 2026.

Custom Asset Partners, LLC

EIN 93-1439664-Health Care and Social Assistance-Latest filing 2025
Plans
1
Retirement
1
$49K assets
Health & Benefits
0
Participants
27
19900 W CATAWBA AVE, 302 - CORNELIUS, NC 28031704-626-5964
Plans on this EIN
1 filing
#001401(k)-$49K - 27 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CUSTOM ASSET PARTNERS, LLC 401(K) PLAN

401(k)

Assets$49K
Participants27
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CUSTOM ASSET PARTNERS, LLC 401(K) PLAN401(k)$49K272025
  • CUSTOM ASSET PARTNERS, LLC 401(K) PLAN$49K
    #001 · 401(k) · 202527
Retirement plans
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