Sponsor portfolio
CM FINANCIAL ADVISORS LLC
EIN 84-2637881financial servicesLatest filing 2025
Plans
1
Retirement
1
$468K assets
Welfare
0
Participants
4
951 N. CHURCH ROAD - SINKING SPRING, PA 19608610-288-5800cmfadvisors.comLinkedIn1-10 employeesfinancial services
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 | CM FINANCIAL ADVISORS 401(K) PLAN | 401k | $468K | 4 | 2025 |
Retirement plans