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CEFEX 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
Recordkeeping Services Certification
01/28/2008
FL
CFX10057
Aspire Financial Services, LLC
Recordkeeping Services Certification
03/24/2008
FL
CFX10060
SouthState Retirement Plan Services
Recordkeeping Services Certification
04/18/2008
SC
CFX10074
Rogers Wealth Group, Inc.
Recordkeeping Services Certification
09/30/2008
TX
CFX10133
North American KTRADE Alliance, LLC.
Recordkeeping Services Certification
06/01/2011
IN
CFX10156
RPG Consultants
Recordkeeping Services Certification
06/21/2012
NY
CFX10170
Ameritas Open Architecture Platform
Recordkeeping Services Certification
07/16/2012
NE
CFX10232
PCS Retirement, LLC.
Recordkeeping Services Certification
04/30/2013
PA
CFX10398
Sentinel Group
Recordkeeping Services Certification
05/31/2016
MA
CFX10540
WealthPlus
Recordkeeping Services Certification
12/29/2017
TN
CFX10936
BPAS (Benefit Plans Administration & Recordkeeping Services, Inc.)
Recordkeeping Services Certification
03/31/2025
NY
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