Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CFS INVESTMENT ADVISORY SERVICES, L.L.C.
EIN 22-3558384financial servicesLatest filing 2025
Plans
2
Retirement
2
$12.9M assets
Welfare
0
Participants
26
97 LACKAWANNA AVENUE - SUITE 101 - TOTOWA, NJ 07512973-826-8800cfsias.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.9M assets / 26 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
CFS INVESTMENT ADVISORY SERVICES, L.L.C. 401(K) PLAN
401k
Assets$10.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CFS INVESTMENT ADVISORY SERVICES, L.L.C. CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants9
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 | CFS INVESTMENT ADVISORY SERVICES, L.L.C. 401(K) PLAN | 401k | $10.4M | 17 | 2025 | |
| 002 | CFS INVESTMENT ADVISORY SERVICES, L.L.C. CASH BALANCE PLAN | CashBalance | $2.5M | 9 | 2025 |
Retirement plans