Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PERSONAL CFO SOLUTIONS, LLC
EIN 45-2419231investment bankingLatest filing 2025
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
37
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.1M assets / 37 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
PERSONAL CFO SOLUTIONS LLC 401(K) PLAN
401k
Assets$6.3M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PERSONAL CFO SOLUTIONS LLC CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants18
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 | PERSONAL CFO SOLUTIONS LLC 401(K) PLAN | 401k | $6.3M | 19 | 2025 | |
| 002 | PERSONAL CFO SOLUTIONS LLC CASH BALANCE PLAN | CashBalance | $2.9M | 18 | 2025 |
Retirement plans