Sponsor portfolio
CLFS EQUITIES, LLLP
EIN 84-1287541investment bankingLatest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
Participants
20
2345 E. 3RD AVENUE, SUITE 210 - DENVER, CO 80206303-571-0700LinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLFS EQUITIES, LLLP 401(K) PLAN
401k
Assets$6.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
CLFS EQUITIES, LLLP 401(K) PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLFS EQUITIES, LLLP 401(K) PLAN | 401k | $6.9M | 10 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | CLFS EQUITIES, LLLP 401(K) PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans