What public Form 5500 filings show about the CFS Investment Advisory Services, L.L.C. 401(k) plan — and how to find and check your own account.
CFS Investment Advisory Services, L.L.C. (EIN 22-3558384) reports CFS INVESTMENT ADVISORY SERVICES, L.L.C. 401(K) PLAN on its most recent Form 5500, with $10.4M in plan assets across 15 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CFS Investment Advisory Services, L.L.C. filing — schedules, fees, and providers.
CFS Investment Advisory Services, L.L.C.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CFS Investment Advisory Services, L.L.C.HR for the recordkeeper’s name and login.
