How big is Consolidated Financial Management Group, LLC's plan?

Consolidated Financial Management Group, LLC's plan reported $642K in assets and 6 participants for 2025.

Original filing (PDF)20260203152540NAL0002986944001

Consolidated Financial Management Group, LLC

Name: Consolidated Financial Management Group, LLC — Form 5500 Plan 002 (2025)
Creator: Consolidated Financial Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Consolidated Financial Management Group, LLC 401(k) Plan

401(k) retirement plan · Consolidated Financial Management Group, LLC's Consolidated Financial Management Group, LLC 401(k) Plan held $642K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$642K

Net assets (EOY)

$642K

Plan identifiers

Consolidated Financial Management Group, LLC's EIN is 31-1612116.

EIN 31-1612116

Plan number 002

Plan year 2025

ACK ID 20260203152540NAL0002986944001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Consolidated Financial Management Group, 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 CONSOLIDATED FINANCIAL MANAGEMENT GROUP, 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

Helping the score