Sponsor portfolio
CUMBERLAND ADVISORS, INC.
EIN 22-3564821investment managementLatest filing 2025
Plans
1
Retirement
1
$6.9M assets
Welfare
0
Participants
42
1 S. SCHOOL AVENUE, SUITE 900 - SARASOTA, FL 34237941-899-3629cumber.comLinkedIn11-50 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 | CUMBERLAND ADVISORS 401(K) PLAN | 401k | $6.9M | 42 | 2025 |
Retirement plans