Sponsor portfolio
SPERRY CAPITAL INC.
EIN 94-3222765financial servicesLatest filing 2025
Plans
1
Retirement
1
$585K assets
Welfare
0
Participants
9
591 REDWOOD HIGHWAY FRONTAGE ROAD, SUITE 3260 - MILL VALLEY, CA 94941650-996-5075sperrycapital.comLinkedIn1-10 employeesfinancial services
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 | SPERRY CAPITAL 401(K) PLAN | 401k | $585K | 9 | 2025 |
Retirement plans