Sponsor portfolio
CFA SOCIETY OF CHICAGO
EIN 36-2595074financial servicesLatest filing 2025
Plans
1
Retirement
1
$584K assets
Welfare
0
Participants
18
33 N. LASALLE STREET, SUITE 910 - CHICAGO, IL 60602847-934-0300cfachicago.orgLinkedIn1-10 employeesfinancial services
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 | CFA SOCIETY OF CHICAGO 401K PLAN | 401k | $584K | 18 | 2025 |
Retirement plans