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CERTIFIED FINANCIAL STRATEGIES CORP

EIN 75-1317131-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$141K assets
Welfare
0
Participants
4
12700 HILLCREST RD., STE. 210 - DALLAS, TX 75230972-702-8121
Plans on this EIN
1 filing
#001401k-$141K - 4 part

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Retirement#001

CERTIFIED FINANCIAL STRATEGIES CORP 401(K) PLAN

401k

Assets$141K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CERTIFIED FINANCIAL STRATEGIES CORP 401(K) PLAN401k$141K42025
Retirement plans
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