Seven Isles Capital LLC's EIN is 30-1192932.
Download the official 2024 Form 5500 (PDF) for Seven Isles Capital LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Seven Isles Capital LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 59-2617265 | — | INVESTMENT MANAGER | $28K | — |
| PROACCOUNT |
| 73-0988442 |
| COLUMBUS, OH |
| INVESTMENT ADVISOR |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELAWARE VALLEY RETIREMENT, INC. | 20-2055473 | RIDLEY PARK, PA | THIRD PARTY ADMINISTRATO | $18K | — |
