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Sponsor portfolio

CORPORATE PLAN SERVICES, INC.

EIN 59-2832682-insurance-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
18
7111 FAIRWAY DRIVE #303 - PALM BEACH GARDENS, FL 33418561-655-7976LinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#002401k-$3.0M - 13 part#003CashBalance-$2.0M - 5 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • THE FLAH 401(K) (#002)60%
  • CASH BALANCE PLAN (#003)40%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • THE FLAH 401(K) (#002)13
  • CASH BALANCE PLAN (#003)5
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE FLAH 401(K) PLAN

401k

Assets$3.0M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FLAH & COMPANY CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE FLAH 401(K) PLAN401k$3.0M132025
003FLAH & COMPANY CASH BALANCE PLANCashBalance$2.0M52025
Retirement plans
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