How big is Conservative Financial Solutions LLC's plan?

Conservative Financial Solutions LLC's plan reported $640K in assets and 24 participants for 2024.

Original filing (PDF)20250506123215NAL0008997585001

Conservative Financial Solutions LLC

Name: Conservative Financial Solutions LLC — CFS 401(k), Form 5500 (2024)
Creator: Conservative Financial Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFS 401(k) Plan

401(k) retirement plan · Conservative Financial Solutions LLC's CFS 401(k) Plan held $640K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$640K

Net assets (EOY)

$640K

People on this filing

Spencer Ford signed Conservative Financial Solutions LLC's 2024 Form 5500 as plan administrator.

Spencer Ford — 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

Conservative Financial Solutions LLC's EIN is 06-1777301.

EIN 06-1777301

Plan number 001

Plan year 2024

ACK ID 20250506123215NAL0008997585001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conservative Financial Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conservative Financial Solutions LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONSERVATIVE FINANCIAL SOLUTIONS LLC.

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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