CFS Investment Advisory Services LL

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

Active participants

945

Total plan assets

$75.7M

Filings (rows)

Direct comp

Indirect comp

$192K

Showing only "CFS INVESTMENT ADVISORY SERVICES LL"

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CFS INVESTMENT ADVISORY SERVICES24 CFS INVESTMENT ADVISORY SERVICES LL8 CFS INVESTMENT ADVISORY SVCS1

SERVICES PROVIDED

Advisor / Consultant5

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Catalent Pharma Solutions, Inc. Catalent Pharma Solutions, LLC Pension Plan · all filings	SOMERSET, NJ	Investment manager	113	$30.3M	$0	$37K
Catalent Pharma Solutions, Inc. Catalent Pharma Solutions, LLC Pension Plan · all filings	SOMERSET, NJ	Investment manager	111	$21.9M	$0	$30K
5W Public Relations 5W Public Relations 401(k) Plan · all filings	NEW YORK, NY	Advisor / Consultant	230	$7.9M	$0	$23K
Epromos Promotional Products LLC Epromos 401(k) Plan · all filings	ST. CLOUD, MN	Advisor / Consultant	114	$5.5M	$0	$20K
5W Public Relations 5W Public Relations 401(k) Plan · all filings	NEW YORK, NY	Advisor / Consultant	256	$5.3M	$0	$19K
Epromos Promotional Products LLC Epromos 401(k) Plan · all filings	ST. CLOUD, MN	Advisor / Consultant	121	$4.9M	$0	$17K
Catalent Pharma Solutions, Inc. Catalent Pharma Solutions, LLC Pension Plan · all filings	SOMERSET, NJ	Investment manager	0	$0	$0	$11K
5W Public Relations 5W Public Relations 401(k) Plan · all filings	NEW YORK, NY	Advisor / Consultant	0	$0	$0	$36K