How big is CFA Co Inc.'s plan?

CFA Co Inc.'s plan reported $381K in assets and 6 participants for 2022.

Original filing (PDF)20230601022728NAL0040555218001

CFA Co Inc.

Name: CFA Co Inc. — CFA Co Inc. 401(k) Profit Sharing Plan, Form 5500 (2022)
Creator: CFA Co Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFA Co Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · CFA Co Inc.'s CFA Co Inc. 401(k) Profit Sharing Plan & Trust held $381K in plan assets for 6 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$381K

Net assets (EOY)

$381K

People on this filing

CORA Capelli signed CFA Co Inc.'s 2022 Form 5500 as plan administrator.

CORA Capelli — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CFA Co Inc.'s EIN is 06-1179880.

EIN 06-1179880

Plan number 001

Plan year 2022

ACK ID 20230601022728NAL0040555218001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for CFA Co Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

CFA Co Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score