Filings through .
Sponsor portfolio
CSP Financial Group, LLC
EIN 20-1543693Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$225K assets
Welfare
0
Participants
5
12232 E CLINTON STREET - SCOTTSDALE, AZ 85259410-808-9727
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 | CSP FINANCIAL GROUP, LLC RETIREMENT TRUST | 401(k) | $225K | 5 | 2025 |
Retirement plans