Ellen Lozinski signed CF Advisory Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CF Advisory Services LLC's EIN is 27-3071954.
Download the official 2024 Form 5500 (PDF) for CF Advisory Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CF Advisory Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).