Sponsor portfolio
CUSTOM PORTFOLIO GROUP
EIN 27-4023376Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
4
9800 PYRAMID COURT, SUITE 400 PMB 4755 - ENGLEWOOD, CO 80112720-259-5113custompg.comLinkedIn1-10 employees
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 | CUSTOM PORTFOLIO GROUP RETIREMENT TRUST | 401k | $1.7M | 4 | 2024 |
Retirement plans