Sponsor portfolio
CFM ADVISORS, INC.
EIN 11-3237905investment managementLatest filing 2025
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
4
1373 VETERANS HWY STE 10 - HAUPPAUGE, NY 117883047631-249-0500ccg1800.comLinkedIn1-10 employeesinvestment management
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 | CFM ADVISORS, INC. PROFIT SHARING PLAN | 401k | $1.0M | 4 | 2025 |
Retirement plans