How big is Clientsfirst Consulting, LLC's plan?

Clientsfirst Consulting, LLC's plan reported $3.1M in assets and 53 participants for 2024.

Original filing (PDF)20250728142227NAL0002182801001

Clientsfirst Consulting, LLC

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

Form 5500-SF

FILING_RECEIVED

Clientsfirst Consulting, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Clientsfirst Consulting, LLC's Clientsfirst Consulting, LLC 401(k) Profit Sharing Plan held $3.1M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Clientsfirst Consulting, LLC's EIN is 20-8561882.

EIN 20-8561882

Plan number 001

Plan year 2024

ACK ID 20250728142227NAL0002182801001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Clientsfirst Consulting, 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 CLIENTSFIRST CONSULTING, 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