# CPS INVESTMENT ADVISORS
Source: https://planprovider.pro/provider/cps-investment-advisors

> From its Lakeland headquarters in Central Florida, CPS Investment Advisors works with employers and individuals on retirement plan and investment decisions.…

Retirement Plan Advisor

Lakeland, FL

## About CPS INVESTMENT ADVISORS

<p>From its Lakeland headquarters in Central Florida, CPS Investment Advisors works with employers and individuals on retirement plan and investment decisions.</p>

<p>Founded in 1989, the firm has a 5-person team and operates as a fee-only, independent registered investment advisor (RIA). CPS Investment Advisors acts as a fiduciary and provides advice that is not tied to a single investment product lineup.</p>

<p>For workplace plans, CPS Investment Advisors supports plan design, ongoing compliance work, and recordkeeping coordination. The firm can take on fiduciary roles under ERISA as both a 3(21) co-fiduciary and a 3(38) investment manager, and it also offers participant advice for employees who want help with their accounts.</p>

<p>What sets CPS Investment Advisors apart is its fee-only RIA structure paired with hands-on fiduciary coverage for sponsors that want clear responsibility for investment decisions.</p>

<ul>
<li>3(21) fiduciary services</li>
<li>3(38) investment manager services</li>
<li>Plan design for employer-sponsored retirement plans</li>
<li>Participant advice and education</li>
<li>Recordkeeping and compliance support</li>
</ul>

Website: [https://cpsinvest.com/](https://cpsinvest.com/)

Founded: 1989

Employees: 5

## Office Locations

- Lakeland, FL (Headquarters)

## Accreditations & Certifications

- RIA

## Services Offered

- Plan Design Consulting

- Participant Investment Advice

- 3(38) Investment Manager

- 3(21) Investment Advisor

- Recordkeeping

- Compliance Services

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| HOLLAND AND KNIGHT PROFIT SHARING PLAN & TRUST|HOLLAND & KNIGHT LLP, FL|$2.0B|3,797|

| SUMMIT CONTRACTING GROUP, INC. 401(K) PLAN|SUMMIT CONTRACTING GROUP, INC., FL|$18M|359|

| PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT, INC. 401(K) PLAN|PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT, INC., FL|$16M|436|

| CENTRAL FLORIDA HEALTH CARE, INC. 401(K) PLAN|CENTRAL FLORIDA HEALTH CARE, INC., FL|$11M|436|

| SOUTHEASTERN 401(K) PLAN|SOUTHEASTERN CONSTRUCTION & MAINTENANCE, INC., FL|$9M|268|

| KINGWOOD REUNION RESORT 401(K) PLAN|KINGWOOD ORLANDO REUNION RESORT,LLC, FL|$6M|361|

## Team Members

- **James M Luffman**, Referral Contact

- **Leila Shaver**, Chief Compliance Officer

- **Derek Oxford**, Financial Advisor

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