Original filing (PDF)20250717093435NAL0000046353001

CLIENT FIRST SETTLEMENT FUNDING,

Name: CLIENT FIRST SETTLEMENT FUNDING, — CLIENT FIRST SETTLEMENT FUNDING, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CLIENT FIRST SETTLEMENT FUNDING,

Form 5500-SF

FILING_RECEIVED

CLIENT FIRST SETTLEMENT FUNDING, LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLIENT FIRST SETTLEMENT FUNDING,.

Plan sponsor

Name

CLIENT FIRST SETTLEMENT FUNDING,

EIN

22-3973339all filings

Address

301 YAMATO RD · ST 3200 · BOCA RATON, FL · 33431

Phone

(561) 981-6492

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