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Original filing (PDF)20251015095746NAL0004239457001
CORPORATE FINANCE GROUP, INC.
Form 5500
FILING_RECEIVED
CFGI 401(K) PLAN
401(k) retirement plan
Active participants
902
Accounts w/ balance
1,169
Plan assets (EOY)
$104.6M
Net assets (EOY)
$104.6M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORPORATE FINANCE GROUP, INC..
Plan sponsor
Name
CORPORATE FINANCE GROUP, INC.
EIN
04-3545708
Address
1 LINCOLN STREET · FLOOR 30 SUITE 1301 · BOSTON, MA · 02110
Phone
(857) 869-4031
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $88K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAYFLOWER FINANCIAL ADVISORS, LLC | 84-4826355 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
Investments
27 direct securities· $99.7M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $16.4M | 15.7% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $10.7M | 10.3% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $9.9M | 9.5% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $9.6M | 9.2% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $8.2M | 7.9% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $5.6M | 5.4% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $3.7M | 3.6% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $3.4M | 3.2% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $2.9M | 2.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $2.6M | 2.5% | |
| AMERICAN FUNDS EUPAC R6 | Registered Investment Companies | — | — | $2.6M | 2.5% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $2.6M | 2.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $2.4M | 2.3% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $2.4M | 2.3% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.9M | 1.8% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $1.8M | 1.7% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $1.7M | 1.7% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $1.7M | 1.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $1.6M | 1.5% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $1.5M | 1.5% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $1.2M | 1.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.2M | 1.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $993K | 0.9% | |
| ARTISAN INTERNATIONAL SMMID | Registered Investment Companies | — | — | $772K | 0.7% | |
| FID US BOND IND | Registered Investment Companies | — | — | $753K | 0.7% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $718K | 0.7% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $603K | 0.6% |