How big is Clientfirst Consulting Group, LLC's plan?

Clientfirst Consulting Group, LLC's plan reported $2.4M in assets and 25 participants for 2024.

Original filing (PDF)20250627043351NAL0013358416001

Clientfirst Consulting Group, LLC

Name: Clientfirst Consulting Group, LLC — Clientfirst, Form 5500 (2024)
Creator: Clientfirst Consulting Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clientfirst 401(k) Plan

401(k) retirement plan · Clientfirst Consulting Group, LLC's Clientfirst 401(k) Plan held $2.4M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Clientfirst Consulting Group, LLC's EIN is 20-2403791.

EIN 20-2403791

Plan number 001

Plan year 2024

ACK ID 20250627043351NAL0013358416001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clientfirst Consulting Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLIENTFIRST CONSULTING GROUP, 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