Seven Isles Capital LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Seven Isles Capital LLC (EIN 301192932)
  • Plan Type: 401(k)
  • Total Participants: 730
  • Total Assets: $6.9M
  • Sponsor State: FL

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024730$6.9M$218,224$950,523

Service Providers

  • BARATZ & ASSOCIATES, P.A. — Accountant / Independent Qualified Public Accountant

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