Sponsor portfolio
CFO STRATEGIES, LLC
EIN 45-4899506accountingLatest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
10
1601 PERRINEVILLE ROAD, UNIT 6371 - MONROE, NJ 08831732-236-4454cfostrategiesllc.comLinkedIn1-10 employeesaccounting
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 | CFO STRATEGIES, LLC 401(K) PLAN | 401k | $1.6M | 10 | 2025 |
Retirement plans