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Sponsor portfolio
Summit Cfo Services, Inc.
EIN 84-3679698management consultingLatest filing 2025
Plans
1
Retirement
1
$93K assets
Welfare
0
Participants
2
16 FIELDSTONE DRIVE - MATTAPOISETT, MA 02739508-762-2640summitcfoservices.comLinkedIn1-10 employeesmanagement consulting
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 | SUMMIT CFO SERVICES, INC. 401(K) PLAN | 401(k) | $93K | 2 | 2025 |
Retirement plans