Sponsor portfolioTH
CFP, INC.
EIN 93-0572310insuranceLatest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
Participants
17
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
CFP, INC. SALARY REDUCTION PROFIT SHARING PLAN
401k
Assets$3.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
CFP, INC. CAFETERIA 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 | CFP, INC. SALARY REDUCTION PROFIT SHARING PLAN | 401k | $3.5M | 14 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CFP, INC. CAFETERIA PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans