CORPORATE FINANCE GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the CORPORATE FINANCE GROUP, INC. 401(k) plan — and how to find and check your own account.
The CORPORATE FINANCE GROUP, INC. 401(k) on its latest Form 5500
CORPORATE FINANCE GROUP, INC. (EIN 04-3545708) reports CFGI 401(K) PLAN on its most recent Form 5500, with $104.6M in plan assets across 902 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CORPORATE FINANCE GROUP, INC. filing — schedules, fees, and providers.
Who runs the CORPORATE FINANCE GROUP, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CORPORATE FINANCE GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HILB GROUP OF NEW ENGLAND, MAYFLOWER FINANCIAL ADVISORS, AETNA LIFE INSURANCE.
How to check your CORPORATE FINANCE GROUP, INC. 401(k)
- Log in to ADP’s participant portal (the site on your statements).
- Ask CORPORATE FINANCE GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).