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CFO WEALTH ADVISORS, INC.

EIN 26-3130251-investment banking-Latest filing 2025
Plans
1
Retirement
1
$3.6M assets
Welfare
0
Participants
9
99 TULIP AVENUE, SUITE 304 - FLORAL PARK, NY 11001516-492-3090LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$3.6M - 9 part

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Retirement#001

CFO WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$3.6M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CFO WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN401k$3.6M92025
Retirement plans
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