Sponsor portfolio
CBD STRATEGIC, LLC DBA CBD ADVISORS
EIN 47-2483064individual & family servicesLatest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
5
4027 COLONEL GLENN HIGHWAY, STE 130 - BEAVERCREEK, OH 45431937-912-0301LinkedIn1-10 employeesindividual & family 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 | CBD STRATEGIC 401(K) PLAN | 401k | $1.7M | 5 | 2025 |
Retirement plans