Personal CFO Solutions LLC (EIN 45-2419231) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $6.6M in plan assets and 32 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Personal CFO Solutions LLC 401(k) Plan | 001 | 16 | $4.6M |
| Personal CFO Solutions LLC Cash Balance Plan | 002 | 16 | $2.1M |
45-2419231 is the Employer Identification Number (EIN) Personal CFO Solutions LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New Jersey EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
