Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLIENTSFIRST CONSULTING, LLC
EIN 20-8561882information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
120
892 DURANT PL NE - ATLANTA, GA 30309404-249-9914clientsfirstconsulting.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 120 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLIENTSFIRST CONSULTING, LLC 401K PROFIT SHARING PLAN
401k
Assets$3.5M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CLIENTSFIRST CONSULTING, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLIENTSFIRST CONSULTING, LLC 401K PROFIT SHARING PLAN | 401k | $3.5M | 70 | 2025 | |
| 002 | CLIENTSFIRST CONSULTING, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 50 | 2024 |
Retirement plans