PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CHAS P. SMITH & ASSOCIATES PA, CPA'S CPS INVESTMENT ADVISORS
Sponsor portfolio

CHAS P. SMITH & ASSOCIATES PA, CPA'S CPS INVESTMENT ADVISORS

EIN 59-2030217-investment banking-Latest filing 2025
Plans
1
Retirement
1
$23.2M assets
Welfare
0
Participants
84
205 EAST ORANGE STREET SUITE 310 - LAKELAND, FL 33801863-688-1725LinkedIn11-50 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$23.2M - 84 part

Plan 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#001

CHAS P. SMITH & ASSOCIATES, PA. , CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN & TRUST

401k

Assets$23.2M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHAS P. SMITH & ASSOCIATES, PA. , CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN & TRUST401k$23.2M842025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica