Original filing (PDF)20250205144251NAL0017276000001

CFD INTEGRATION LLC

Name: CFD INTEGRATION LLC — CFD INTEGRATION LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: CFD INTEGRATION LLC

Form 5500-SF

FILING_RECEIVED

CFD INTEGRATION LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CFD INTEGRATION LLC.

Plan sponsor

Name

CFD INTEGRATION LLC

EIN

20-8495119

Address

1500 E INDUSTRIAL BLVD STE 227 · MCKINNEY, TX · 75069

Phone

(214) 369-8200

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-02-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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