How big is CFI Partners LLC's plan?

CFI Partners LLC's plan reported $11.8M in assets and 42 participants for 2024.

Original filing (PDF)20250724083629NAL0002499955001

CFI Partners LLC

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

Form 5500-SF

FILING_RECEIVED

CFI Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · CFI Partners LLC's CFI Partners LLC 401(k) Profit Sharing Plan & Trust held $11.8M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

People on this filing

Stephon Barnes signed CFI Partners LLC's 2024 Form 5500 as plan administrator.

Stephon Barnes — 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

CFI Partners LLC's EIN is 20-3746677.

EIN 20-3746677

Plan number 001

Plan year 2024

ACK ID 20250724083629NAL0002499955001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CFI 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 CFI 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

Knocking points off