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CAPITAL ADVANTAGE, INC.

EIN 94-3307876-investment management-Latest filing 2025
Plans
1
Retirement
1
$6.0M assets
Welfare
0
Participants
17
1855 OLYMPIC BOULEVARD, SUITE 300 - WALNUT CREEK, CA 94596925-299-1500capitaladvantage.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#003401k-$6.0M - 17 part

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Retirement#003

CAPITAL ADVANTAGE E401K

401k

Assets$6.0M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003CAPITAL ADVANTAGE E401K401k$6.0M172025
Retirement plans
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