Sponsor portfolio
CEDAR MOUNTAIN ADVISORS- PRIVATE CLIENT GROUP
EIN 30-0703360Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$3.0M assets
Welfare
0
Participants
11
5285 MEADOWS RD, SUITE 360 - LAKE OSWEGO, OR 97035503-224-6868
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 | CMA-PCG 401(K) PLAN | 401k | $3.0M | 11 | 2025 |
Retirement plans