Sponsor portfolio
COSOURCE FINANCIAL INVESTMENT & ADVISORY GROUP, L.L.C.
EIN 72-1509909Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
9
P. O. BOX 51305 - LAFAYETTE, LA 70505337-236-3536
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 | CFG 401 (K) & PSP | 401k | $1.9M | 9 | 2024 |
Retirement plans