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  2. Chas P. Smith & Associates PA, CPA's CPS Investment Advisors

Filings through Oct 24, 2026.

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
Health & Benefits
0
Participants
84
205 EAST ORANGE STREET SUITE 310 - LAKELAND, FL 33801863-688-1725LinkedIn11-50 employeesinvestment banking
Plans on this EIN
1 filing
#001401(k)-$23.2M - 84 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

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

401(k)

Assets$23.2M
Participants84
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CHAS P. SMITH & ASSOCIATES, PA. , CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN & TRUST401(k)$23.2M842025
  • CHAS P. SMITH & ASSOCIATES, PA. , CPA'S D/B/A CPS INVESTMENT ADVISORS PROFIT SHARING PLAN & TRUST$23.2M
    #001 · 401(k) · 202584
Retirement plans
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