How big is The CFO Group, Inc.'s plan?

The CFO Group, Inc.'s plan reported $1.0M in assets and 9 participants for 2024.

Original filing (PDF)20250630115933NAL0017250304001

The CFO Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

The CFO Group, Inc. Employees Savings Trust

401(k) retirement plan · The CFO Group, Inc.'s The CFO Group, Inc. Employees Savings Trust held $1.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Heather Stewart signed The CFO Group, Inc.'s 2024 Form 5500 as plan administrator.

Heather Stewart — 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 Group, Inc.'s EIN is 30-0085215.

EIN 30-0085215

Plan number 001

Plan year 2024

ACK ID 20250630115933NAL0017250304001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The CFO Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 GROUP, 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

Helping the score