Sponsor portfolio
CH RETIREMENT INCOME PLANNING
EIN 84-3807515financial servicesLatest filing 2024
Plans
1
Retirement
1
$167K assets
Welfare
0
Participants
3
1024 E. BAMBERGER DR. - AMERICAN FORK, UT 84043385-269-5085raymondjames.com/chretirementLinkedIn1-10 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 | CH RETIREMENT INCOME PLANNING 401(K) PLAN | 401k | $167K | 3 | 2024 |
Retirement plans