Sponsor portfolio
CGK M&A ADVISORS, INC.
EIN 20-1465856investment bankingLatest filing 2025
Plans
1
Retirement
1
$771K assets
Welfare
0
Participants
2
N19 W24133 RIVERWOOD DRIVE, SUITE 305 - WAUKESHA, WI 53188262-522-8222cgkib.comLinkedIn1-10 employeesinvestment banking
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 | CGK M&A ADVISORS, INC. 401(K) PLAN | 401k | $771K | 2 | 2025 |
Retirement plans