How big is CFO Wealth Advisors, Inc.'s plan?

CFO Wealth Advisors, Inc.'s plan reported $2.8M in assets and 10 participants for 2024.

Original filing (PDF)20250620091404NAL0002213091001

CFO Wealth Advisors, Inc.

Name: CFO Wealth Advisors, Inc. — CFO Wealth Advisors, Form 5500 (2024)
Creator: CFO Wealth Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFO Wealth Advisors, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · CFO Wealth Advisors, Inc.'s CFO Wealth Advisors, Inc. 401(k) Profit Sharing Plan held $2.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

CFO Wealth Advisors, Inc.'s EIN is 26-3130251.

EIN 26-3130251

Plan number 001

Plan year 2024

ACK ID 20250620091404NAL0002213091001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CFO Wealth Advisors, Inc.'s plan includes profit-sharing, 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 CFO WEALTH ADVISORS, INC..

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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

Knocking points off