How big is Family CFO LLC's plan?

Family CFO LLC's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20250624072228NAL0009535920001

Family CFO LLC

Name: Family CFO LLC — Family CFO, LLC 401(k) Plan, Form 5500 (2024)
Creator: Family CFO LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Family CFO, LLC 401(k) Plan

401(k) retirement plan · Family CFO LLC's Family CFO, LLC 401(k) Plan held $1.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Shirley Horner signed Family CFO LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Family CFO LLC's EIN is 20-8891224.

EIN 20-8891224

Plan number 001

Plan year 2024

ACK ID 20250624072228NAL0009535920001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Family CFO 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 FAMILY CFO 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