Sponsor portfolio
CBG & COMPANY, INC.
EIN 26-3860941accountingLatest filing 2024
Plans
1
Retirement
1
$3.2M assets
Welfare
0
Participants
15
14074 TRADE CENTER DR, SUITE 151 - FISHERS, IN 46038317-257-7400cbgfinancialplanning.comLinkedIn1-10 employeesaccounting
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 | CBG & COMPANY, INC. 401(K) PLAN | 401k | $3.2M | 15 | 2024 |
Retirement plans