Sponsor portfolio
CANON CAPITAL WEALTH MANAGEMENT LLC
EIN 99-1951729Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
8
484 HARLEYSVILLE PIKE - HARLEYSVILLE, PA 19438215-723-4881
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 | CANON CAPITAL WEALTH MANAGEMENT 401(K) | 401k | $1.4M | 8 | 2025 |
Retirement plans