NORTHCAPE WEALTH MANAGEMENT
EIN 85-4063097WILLIAMSVILLE, NY
NORTHCAPE WEALTH MANAGEMENT (EIN 85-4063097) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.5M in plan assets and 12 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
12
Total assets
$1.5M
A NORTHCAPE WEALTH MANAGEMENT employee? See the NORTHCAPE WEALTH MANAGEMENT 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 85-4063097
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| NORTHCAPE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | 001 | 6 | $1.5M |
| NORTHCAPE WEALTH MANAGEMENT CASH BALANCE PLAN | 002 | 6 | $0 |
About this EIN
85-4063097 is the Employer Identification Number (EIN) NORTHCAPE WEALTH MANAGEMENT reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?