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  2. Cfa Society of Washington DC

Filings through Oct 24, 2026.

Sponsor portfolio

Cfa Society of Washington DC

EIN 23-7360649-investment management-Latest filing 2025
Plans
1
Retirement
1
$315K assets
Welfare
0
Participants
7
2611 S CLARK ST STE 600 - ARLINGTON, VA 222024023240-620-3453cfadc.orgLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$315K - 7 part

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Retirement#001

CFA SOCIETY OF WASHINGTON DC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$315K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CFA SOCIETY OF WASHINGTON DC 401(K) PROFIT SHARING PLAN & TRUST401(k)$315K72025
Retirement plans
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