How big is Retirement CFO LLC's plan?

Retirement CFO LLC's plan reported $572K in assets and 2 participants for 2025.

Original filing (PDF)20260423171805NAL0002682883001

Retirement CFO LLC

Name: Retirement CFO LLC — Retirement CFO LLC 401(k), Form 5500 (2025)
Creator: Retirement CFO LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement CFO LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Retirement CFO LLC's Retirement CFO LLC 401(k) Profit Sharing Plan & Trust held $572K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$572K

Net assets (EOY)

$572K

People on this filing

Stephen Cunha signed Retirement CFO LLC's 2025 Form 5500 as plan administrator.

Stephen Cunha — 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

Retirement CFO LLC's EIN is 27-0574633.

EIN 27-0574633

Plan number 001

Plan year 2025

ACK ID 20260423171805NAL0002682883001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Retirement CFO LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Retirement 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 RETIREMENT 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