PERSONAL CFO SOLUTIONS LLC
EIN 45-2419231CHESTER, NJ
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.
Plans filed
2
Participants
32
Total assets
$6.6M
A PERSONAL CFO SOLUTIONS LLC employee? See the PERSONAL CFO SOLUTIONS LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 45-2419231
Form 5500 search →| 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 |
About this EIN
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?