How big is CFD Integration LLC's plan?

CFD Integration LLC's plan reported $132K in assets and 14 participants for 2023.

Original filing (PDF)20250205144251NAL0017276000001

CFD Integration LLC

Name: CFD Integration LLC — CFD Integration LLC 401(k), Form 5500 (2023)
Creator: CFD Integration LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFD Integration LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · CFD Integration LLC's CFD Integration LLC 401(k) Profit Sharing Plan & Trust held $132K in plan assets for 14 participants in 2023.

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

People on this filing

Timothy Fellegy signed CFD Integration LLC's 2023 Form 5500 as plan administrator.

Timothy Fellegy — 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

CFD Integration LLC's EIN is 20-8495119.

EIN 20-8495119

Plan number 001

Plan year 2023

ACK ID 20250205144251NAL0017276000001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for CFD Integration LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

CFD Integration 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 CFD INTEGRATION LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score