Sponsor portfolio
CFO SOLUTIONS LLC
EIN 56-2513369information technology and servicesLatest filing 2025
Plans
1
Retirement
1
$20.7M assets
Welfare
0
Participants
100
6 UNIVERSITY DRIVE SUITE 206209 - AMHERST, MA 01002413-247-5258cfosolutions.comLinkedIn51-200 employeesinformation technology and 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 | CFO SOLUTIONS LLC RETIREMENT TRUST | 401k | $20.7M | 100 | 2025 |
Retirement plans