Sponsor portfolio
CONSOLIDATED FINANCIAL MANAGEMENT CORPORATION
EIN 95-3766903financial servicesLatest filing 2025
Plans
1
Retirement
1
$3.4M assets
Welfare
0
Participants
6
1915 NE STUCKI AVE, SUITE 150 - BEAVERTON, OR 97006503-844-9146cfmplanners.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 | CONSOLIDATED FINANCIAL MANAGEMENT CORPORATION 401(K) PLAN | 401k | $3.4M | 6 | 2025 |
Retirement plans