How big is B2B CFO Partners LLC's plan?

B2B CFO Partners LLC's plan reported $414K in assets and 6 participants for 2024.

Original filing (PDF)20251013132247NAL0003020786001

B2B CFO Partners LLC

Name: B2B CFO Partners LLC — B2B CFO Partners LLC 401(k), Form 5500 (2024)
Creator: B2B CFO Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

B2B CFO Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · B2B CFO Partners LLC's B2B CFO Partners LLC 401(k) Profit Sharing Plan & Trust held $414K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

People on this filing

Jerry Mills signed B2B CFO Partners LLC's 2024 Form 5500 as plan administrator.

Jerry Mills — 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

B2B CFO Partners LLC's EIN is 20-2826340.

EIN 20-2826340

Plan number 001

Plan year 2024

ACK ID 20251013132247NAL0003020786001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for B2B CFO Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

B2B CFO Partners 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 B2B CFO PARTNERS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

B2B CFO PARTNERS LLC

EIN

all filings

Address

20668 E SUNSET DR · QUEEN CREEK, AZ · 851420503

Phone

(602) 708-9595

Industry

Admin Support & Waste Mgmt

Plan administrator