CFS INVESTMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
33
Active participants
5,676
Total plan assets
$698.4M
Filings (rows)
33
Direct comp
$1.2M
Indirect comp
$192K
Aggregating 3 name variants under "CFS INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant29
Other4
Top plans served
All 33 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LAMTEC CORPORATION LAMTEC CORPORATION 401(K) PROFIT SHARING PLAN | MOUNT BETHEL, PA | Advisor / Consultant INVESTMENT ADVISOR | 178 | $56.3M | $78K |
| LAMTEC CORPORATION LAMTEC CORPORATION 401(K) PROFIT SHARING PLAN | MOUNT BETHEL, PA | Advisor / Consultant INVESTMENT ADVISOR | 177 | $50.3M | $69K |
| LAMTEC CORPORATION LAMTEC CORPORATION 401(K) PROFIT SHARING PLAN | MOUNT BETHEL, PA | Advisor / Consultant INVESTMENT ADVISOR | 176 | $45.8M | $71K |
| REINER GROUP, INC. REINER GROUP, INC. 401(K) PLAN | FAIR LAWN, NJ | Advisor / Consultant INVESTMENT ADVISOR | 233 | $44.8M | $79K |
| REINER GROUP, INC. REINER GROUP, INC. 401(K) PLAN | FAIR LAWN, NJ | Advisor / Consultant INVESTMENT ADVISOR | 226 | $38.2M | $65K |
| REINER GROUP, INC. REINER GROUP,INC. 401(K) PLAN | FAIR LAWN, NJ | Advisor / Consultant INVESTMENT ADVISOR | 211 | $31.4M | $64K |
| CATALENT PHARMA SOLUTIONS, INC. CATALENT PHARMA SOLUTIONS, LLC PENSION PLAN | SOMERSET, NJ | Other NONE | 113 | $30.3M | $0 |
| GROCERY HAULERS, INC. GROCERY HAULERS, INC. 401(K) PLAN | ISELIN, NJ | Advisor / Consultant CONSULTANT | 265 | $28.8M | $50K |
| ACADIA REALTY LIMITED PARTNERSHIP ACADIA REALTY TRUST 401(K) SAVINGS AND RETIREMENT PLAN | RYE, NY | Advisor / Consultant ADVISOR | 130 | $28.1M | $20K |
| GROCERY HAULERS, INC. GROCERY HAULERS, INC. 401(K) PLAN | ISELIN, NJ | Advisor / Consultant CONSULTANT | 231 | $27.6M | $23K |
| ACADIA REALTY LIMITED PARTNERSHIP ACADIA REALTY TRUST 401(K) SAVINGS AND RETIREMENT PLAN | RYE, NY | Advisor / Consultant ADVISOR | 115 | $25.3M | $20K |
| GROCERY HAULERS, INC. GROCERY HAULERS, INC. 401(K) PLAN | ISELIN, NJ | Other NONE | 351 | $23.4M | $48K |
| CATALENT PHARMA SOLUTIONS, INC. CATALENT PHARMA SOLUTIONS, LLC PENSION PLAN | SOMERSET, NJ | Other NONE | 111 | $21.9M | $0 |
| ACADIA REALTY LIMITED PARTNERSHIP ACADIA REALTY TRUST 401(K) SAVINGS AND RETIREMENT PLAN | RYE, NY | Advisor / Consultant ADVISOR | 111 | $21.7M | $20K |
| ALLEN FLAVORS, INC. ALLEN FLAVORS, INC. 401(K) PROFIT SHARING PLAN | SOUTH PLAINFIELD, NJ | Advisor / Consultant ADVISOR | 230 | $21.7M | $58K |
| ALVIN AILEY DANCE FOUNDATION, INC. ALVIN AILEY DANCE FOUNDATION, INC. 403(B) RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 177 | $21.4M | $12K |
| JESCO, INC. JESCO, INC. SAVINGS AND INVESTMENT PLAN | PISCATAWAY, NJ | Advisor / Consultant INVESTMENT ADVISOR | 202 | $20.8M | $53K |
| JESCO, INC. JESCO, INC. SAVINGS AND INVESTMENT PLAN | PISCATAWAY, NJ | Advisor / Consultant INVESTMENT ADVISOR | 216 | $18.8M | $62K |
| JESCO, INC. JESCO, INC. SAVINGS AND INVESTMENT PLAN | PISCATAWAY, NJ | Advisor / Consultant INVESTMENT ADVISOR | 208 | $17.8M | $63K |
| ALVIN AILEY DANCE FOUNDATION, INC. ALVIN AILEY DANCE FOUNDATION, INC. 403(B) RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 165 | $17.6M | $12K |
| ALLEN FLAVORS, INC. ALLEN FLAVORS, INC. 401(K) PROFIT SHARING PLAN | SOUTH PLAINFIELD, NJ | Advisor / Consultant ADVISOR | 215 | $17.5M | $71K |
| RKS ASSOCIATES RKS ASSOCIATES 401(K) PLAN | JACKSON, NJ | Advisor / Consultant INVESTMENT ADVISORY | 187 | $15.8M | $42K |
| RKS ASSOCIATES RKS ASSOCIATES 401(K) PLAN | JACKSON, NJ | Advisor / Consultant INVESTMENT ADVISORY | 169 | $14.8M | $66K |
| RKS ASSOCIATES RKS ASSOCIATES 401(K) PLAN | JACKSON, NJ | Advisor / Consultant INVESTMENT ADVISORY | 176 | $14.1M | $54K |
| ALLEN FLAVORS, INC. ALLEN FLAVORS, INC. 401(K) PROFIT SHARING PLAN | SOUTH PLAINFIELD, NJ | Advisor / Consultant ADVISOR | 182 | $13.8M | $68K |
| 5W PUBLIC RELATIONS 5W PUBLIC RELATIONS 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 230 | $7.9M | $0 |
| EPROMOS PROMOTIONAL PRODUCTS LLC EPROMOS 401(K) PLAN | ST. CLOUD, MN | Advisor / Consultant INVESTMENT ADVISORY | 114 | $5.5M | $0 |
| 5W PUBLIC RELATIONS 5W PUBLIC RELATIONS 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 256 | $5.3M | $0 |
| EPROMOS PROMOTIONAL PRODUCTS LLC EPROMOS 401(K) PLAN | ST. CLOUD, MN | Advisor / Consultant INVESTMENT ADVISORY | 121 | $4.9M | $0 |
| KEVIN DOWNES TREE SERVICE COMPANY, INC. KEVIN DOWNES TREE SERVICE 401(K) PROFIT SHARING PLAN | HAWTHORNE, NJ | Advisor / Consultant INVESTMENT ADVISOR | 132 | $4.2M | $20K |
| GOGOTECH, II LLC GOGOTECH II LLC 401(K) P/S PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 68 | $2.6M | $16K |
| CATALENT PHARMA SOLUTIONS, INC. CATALENT PHARMA SOLUTIONS, LLC PENSION PLAN | SOMERSET, NJ | Other NONE | 0 | $0 | $0 |
| 5W PUBLIC RELATIONS 5W PUBLIC RELATIONS 401(K) PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISORY | 0 | $0 | $0 |