Cfbank Employee's Savings & Profit Sharing Plan
Sponsored by Cfbank · EIN 340137475 · Plan #003
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 96
- With balances
- 132
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Other services | $22,033 |
| Rbc Capital Markets Corp, Llc | Other services | $12,275 |
| Proaccount | Investment advisory (participants) | $7,288 |
| Trinity Pension Consultants, Inc. | Other services | $720 |
| Ubs Financial Services Inc | Other services | -$3,980 |