Sponsor portfolio
CLIENT 1ST ADVISORY GROUP
EIN 46-2205726financial servicesLatest filing 2024
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
6
611 DRUID RD E, SUITE 707 - CLEARWATER, FL 33756727-450-2301c1ag.comLinkedIn1-10 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 | CLIENT 1ST ADVISORY GROUP 401(K) PLAN | 401k | $1.4M | 6 | 2024 |
Retirement plans