Original filing (PDF)20250924153144NAL0009399715001

CFS, INC

Name: CFS, INC — COMPREHENSIVE FINANCIAL SOLUTIONS 401K, Form 5500 (2024)
Creator: CFS, INC

Form 5500-SF

FILING_RECEIVED

COMPREHENSIVE FINANCIAL SOLUTIONS 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CFS, INC.

Plan sponsor

Name

CFS, INC

EIN

30-0940600

Address

953 MOUNT HERMON RD STE 101 · SALISBURY, MD · 21804

Phone

(410) 546-0911

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ST. CROIX FAMILY DENTISTRY, S.C.

ST. CROIX FAMILY DENTISTRY, S.C. 401(K) PROFIT SHARING PLAN

$2.3M · 18 participants

DRAKE-KINZER WEALTH MANAGEMENT, LLC

DRAKE-KINZER WEALTH MANAGEMENTLLC 401K PSP

$2.3M · 3 participants

MKD WEALTH COACHES, LLC

MKD WEALTH COACHES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$2.3M · 11 participants

THE WEALTH CONSULTING GROUP

HYONG SUK PAU PROFIT SHARING PLAN

$2.3M · 2 participants

AUFMAN ASSOCIATES INC.

AUFMAN ASSOCIATES INC. 401(K) PLAN