How big is CFO Management, LLC's plan?

CFO Management, LLC's plan reported $628K in assets and 4 participants for 2025.

Original filing (PDF)20260520090329NAL0001813936001

CFO Management, LLC

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

Form 5500-SF

FILING_RECEIVED

CFO Management, LLC 401(k) Plan

401(k) retirement plan · CFO Management, LLC's CFO Management, LLC 401(k) Plan held $628K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$628K

Net assets (EOY)

$628K

People on this filing

Karin Palazzo signed CFO Management, LLC's 2025 Form 5500 as plan administrator.

Karin Palazzo — 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 Management, LLC's EIN is 27-0942792.

EIN 27-0942792

Plan number 001

Plan year 2025

ACK ID 20260520090329NAL0001813936001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

CFO Management, 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 CFO MANAGEMENT, 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

Knocking points off