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DAVID SMITH CPA, CFP, CFST

EIN 65-0493649-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
1
Retirement
1
$255K assets
Welfare
0
Participants
6
7765 SW 87TH AVENUE, SUITE 201 - MIAMI, FL 33173786-897-6396
Plans on this EIN
1 filing
#001401k-$255K - 6 part

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Retirement#001

DAVID SMITH CPA, CFP, CFST 401K PLAN

401k

Assets$255K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVID SMITH CPA, CFP, CFST 401K PLAN401k$255K62024
Retirement plans
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