Original filing (PDF)20251218093104NAL0002518579001

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 Cash Balance Pension Plan

Defined-benefit pension plan · Clientsfirst Consulting, LLC's Clientsfirst Consulting, LLC Cash Balance Pension Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

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

EIN 20-8561882

Plan number 002

Plan year 2024

ACK ID 20251218093104NAL0002518579001

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 a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLIENTSFIRST CONSULTING, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score