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WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

EIN 93-4853104-investment management-Latest filing 2025
Plans
1
Retirement
1
$585K assets
Welfare
0
Participants
11
210 REDSTONE HILL RD STE 5 - BRISTOL, CT 060107796860-973-3214williamjosephcapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$585K - 11 part

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Retirement#001

WILLIAM JOSEPH CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$585K
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILLIAM JOSEPH CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST401k$585K112025
Retirement plans
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