Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONSUMER FINANCIAL SERVICES CORPORATION
EIN 36-4173045Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$13.0M assets
Welfare
0
Participants
209
300 S. GREEN BAY ROAD - WAUKEGAN, IL 60085847-625-5626
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.0M assets / 209 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONSUMER FINANCIAL SERVICES CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$7.6M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONSUMER FINANCIAL SERVICES CORP. CASH BALANCE PLAN
CashBalance
Assets$5.4M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONSUMER FINANCIAL SERVICES CORPORATION PROFIT SHARING PLAN | ProfitSharing | $7.6M | 103 | 2025 | |
| 002 | CONSUMER FINANCIAL SERVICES CORP. CASH BALANCE PLAN | CashBalance | $5.4M | 106 | 2025 |
Retirement plans