Sponsor portfolio
CFA SOCIETY OF LOS ANGELES, INC.
EIN 95-6069970financial servicesLatest filing 2025
Plans
1
Retirement
1
$571K assets
Welfare
0
Participants
5
13400 RIVERSIDE DR, STE 215 - SHERMAN OAKS, CA 91423213-613-1503cfala.orgLinkedIn1-10 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 | CFA SOCIETY OF LOS ANGELES, INC. RETIREMENT TRUST | 401k | $571K | 5 | 2025 |
Retirement plans