Original filing (PDF)20250417220129NAL0000904611036

CFIRST, LLC

Name: CFIRST, LLC — CFIRST 401(K) PLAN, Form 5500 (2024)
Creator: CFIRST, LLC

Form 5500-SF

FILING_RECEIVED

CFIRST 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CFIRST, LLC

EIN

31-1780990all filings

Address

10290 ALLIANCE RD · CINCINNATI, OH · 45242

Phone

(513) 898-0646

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

PRECIA GROUP, LLC

PRECIA GROUP, LLC RETIREMENT TRUST

$18K · 3 participants

BLANEY & SONS PLUMBING & HEATI

BLANEY & SONS PLUMBING & HEATI 401(K) PROFIT SHARING PLAN & TRUST

$18K · 1 participants

RAM BUILT

RAM BUILT 401(K) PROFIT SHARING PLAN & TRUST

$18K · 9 participants

VANTAGE PLUS INC

VANTAGE PLUS INC 401(K) PROFIT SHARING PLAN & TRUST

$18K · 31 participants

MICHAEL NASH CUSTOM KITCHENS I

MICHAEL NASH CUSTOM KITCHENS I 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.