How big is CF Capital, Inc.'s plan?

CF Capital, Inc.'s plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20250722063709NAL0001955969001

CF Capital, Inc.

Name: CF Capital, Inc. — CF Capital, Inc. Retirement Trust, Form 5500 (2024)
Creator: CF Capital, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CF Capital, Inc. Retirement Trust

401(k) retirement plan · CF Capital, Inc.'s CF Capital, Inc. Retirement Trust held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

CF Capital, Inc.'s EIN is 23-2845504.

EIN 23-2845504

Plan number 001

Plan year 2024

ACK ID 20250722063709NAL0001955969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CF Capital, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CF Capital, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

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 (90th percentile).

Plan sponsor

Name

CF CAPITAL, INC.

EIN

all filings

Address

4020 MAIN ST. · ELVERSON, PA · 19520

Phone

(610) 213-0612

Industry

Finance & Insurance

Plan administrator