How big is CFS, Inc.'s plan?

CFS, Inc.'s plan reported $2.3M in assets and 16 participants for 2024.

Original filing (PDF)20250924153144NAL0009399715001

CFS, Inc.

Name: CFS, Inc. — Comprehensive Financial Solutions 401(k), Form 5500 (2024)
Creator: CFS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Comprehensive Financial Solutions 401(k)

401(k) retirement plan · CFS, Inc.'s Comprehensive Financial Solutions 401(k) held $2.3M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Michael SISE signed CFS, Inc.'s 2024 Form 5500 as plan administrator.

Michael SISE — 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

CFS, Inc.'s EIN is 30-0940600.

EIN 30-0940600

Plan number 001

Plan year 2024

ACK ID 20250924153144NAL0009399715001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CFS, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CFS, 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