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| Company Name: | PERSONAL CFO SOLUTIONS LLC |
| Employer identification number (EIN): | 452419231 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-04-01 | |||||
| Date last seen: 2025-06-30 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-04-01 | |||||
| Date last seen: 2025-10-06 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | PERSONAL CFO SOLUTIONS LLC 401(K) PLAN | 2016-01-01 | 2015-01-01 |
| 002 | PERSONAL CFO SOLUTIONS LLC CASH BALANCE PLAN | 2020-01-01 | 2020-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-09-15 | Employer Contributions | $ 361,390 |
| 2023-09-15 | Employee Contributions | $ 361,390 |
| 2022-07-13 | Employer Contributions | $ 337,795 |
| 2022-07-13 | Employee Contributions | $ 337,795 |
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