Home
Investment Stewards
Investment Advisors
Investment Managers
Recordkeepers & TPAs
Pooled Plans
Registrations
myCEFEX
Home
Certified Recordkeepers
Certified TPAs
ASPPA Recordkeeping Services Certification
Sort list by clicking on the column heading. Click on company name to view registration details.
Registration No
Company
Registration Type
Date Registered
State
CFX10053
Slavic401K.com
ASPPA Recordkeeping Services Certification
01/28/2008
FL
CFX10057
Aspire Financial Services, LLC
ASPPA Recordkeeping Services Certification
03/24/2008
FL
CFX10060
SouthState Retirement Plan Services
ASPPA Recordkeeping Services Certification
04/18/2008
SC
CFX10074
Rogers Wealth Group, Inc.
ASPPA Recordkeeping Services Certification
09/30/2008
TX
CFX10133
North American KTRADE Alliance, LLC.
ASPPA Recordkeeping Services Certification
06/01/2011
IN
CFX10156
RPG Consultants
ASPPA Recordkeeping Services Certification
06/21/2012
NY
CFX10170
Ameritas Open Architecture Platform
ASPPA Recordkeeping Services Certification
07/16/2012
NE
CFX10232
PCS Retirement, LLC.
ASPPA Recordkeeping Services Certification
04/30/2013
PA
CFX10398
Sentinel Group
ASPPA Recordkeeping Services Certification
05/31/2016
MA
CFX10540
WealthPlus
ASPPA Recordkeeping Services Certification
12/29/2017
TN
CFX10936
BPAS (Benefit Plans Administration & Recordkeeping Services, Inc.)
ASPPA Recordkeeping Services Certification
03/31/2025
NY
Page 1 of 1
1
