How big is CFO Rick Inc.'s plan?

CFO Rick Inc.'s plan reported $2.0M in assets and 11 participants for 2024.

Original filing (PDF)20250605154900NAL0032744354001

CFO Rick Inc.

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

Form 5500-SF

FILING_RECEIVED

CFO Rick 401(k) Plan

401(k) retirement plan · CFO Rick Inc.'s CFO Rick 401(k) Plan held $2.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Rick Belgarde signed CFO Rick Inc.'s 2024 Form 5500 as plan administrator.

Rick Belgarde — 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

CFO Rick Inc.'s EIN is 26-3798062.

EIN 26-3798062

Plan number 001

Plan year 2024

ACK ID 20250605154900NAL0032744354001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CFO Rick 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 (91st percentile).

Plan sponsor

Name

CFO RICK INC.

EIN

all filings

Address

P.O. BOX 2854 · SAN FRANCISCO, CA · 94126

Phone

(415) 821-0985

Industry

Professional & Technical Services

Plan administrator