Sponsor portfolio
CUMBIE ADVISORY SERVICES, INC.
EIN 68-0633465education managementLatest filing 2025
Plans
1
Retirement
1
$470K assets
Welfare
0
Participants
5
306 W. 7TH, 442 FW CLUB BLDG. - FORT WORTH, TX 76102817-335-1181cumbieadvisory.comLinkedIn1-10 employeeseducation management
Plans on this EIN
1 filingPlan 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 plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CUMBIE ADVISORY SERVICES, INC. 401(K) PLAN | 401k | $470K | 5 | 2025 |
Retirement plans