Original filing (PDF)20230504094256NAL0029339584001

The CFO Suite, LLC

Name: The CFO Suite, LLC — The CFO Suite 401(k) Plan, Form 5500 (2022)
Creator: The CFO Suite, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The CFO Suite 401(k) Plan

401(k) retirement plan · The CFO Suite, LLC's The CFO Suite 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Brett Lawson signed The CFO Suite, LLC's 2022 Form 5500 as plan administrator.

Brett Lawson — 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

The CFO Suite, LLC's EIN is 27-2898072.

EIN 27-2898072

Plan number 001

Plan year 2022

ACK ID 20230504094256NAL0029339584001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for The CFO Suite, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

The CFO Suite, 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 THE CFO SUITE, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score