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Sponsor portfolio

CFG

EIN 23-2612579-financial services-Latest filing 2024
Plans
2
Retirement
2
$328K assets
Welfare
0
Participants
6
2433 MORGANTOWN ROAD SUITE 103 - READING, PA 19067610-796-9820e-cfg.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#002CashBalance-$327K - 4 part#001401k-$905 - 2 part

Retirement portfolio analytics

2 plans aggregated / $328K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • CFG PENSION (#002)100%
  • CFG 401(K) (#001)0%
Total $328KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CFG PENSION (#002)4
  • CFG 401(K) (#001)2
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CFG PENSION PLAN

CashBalance

Assets$327K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CFG 401(K) PLAN

401k

Assets$905
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CFG PENSION PLANCashBalance$327K42024
001CFG 401(K) PLAN401k$90522024
Retirement plans
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