Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CERTIFIED FINANCIAL GROUP, INC.
EIN 59-2951303financial servicesLatest filing 2024
Plans
2
Retirement
2
$18.9M assets
Welfare
0
Participants
62
1111 DOUGLAS AVENUE - ALTAMONTE SPRINGS, FL 32714407-869-9800financialgroup.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.9M assets / 62 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CERTIFIED FINANCIAL GROUP, INC. 401(K) & PROFIT SHARING PLAN
401k
Assets$16.5M
Participants37
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CERTIFIED FINANCIAL GROUP, INC. 401(K) & PROFIT SHARING PLAN | 401k | $16.5M | 37 | 2024 | |
| 002 | CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN | CashBalance | $2.4M | 25 | 2024 |
Retirement plans