Filings through .
Sponsor portfolio
Conservative Financial Solutions LLC
EIN 06-1777301financial servicesLatest filing 2025
Plans
2
Retirement
1
$905K assets
Welfare
1
Participants
43
10403 HARRISON AVENUE, SUITE 100 - HARRISON, OH 45030513-367-1113conservativefinancialsolutions.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CFS 401(K) PLAN
401(k)
Assets$905K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
CONSERVATIVE FINANCIAL SOLUTIONS SOCA BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CFS 401(K) PLAN | 401(k) | $905K | 27 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CONSERVATIVE FINANCIAL SOLUTIONS SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans