How big is Community Financial Advisors Inc.'s plan?

Community Financial Advisors Inc.'s plan reported $797K in assets and 7 participants for 2024.

Original filing (PDF)20250512084523NAL0012536163001

Community Financial Advisors Inc.

Name: Community Financial Advisors Inc. — Community, Form 5500 (2024)
Creator: Community Financial Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Community Financial Advisors Inc. 401(k) Plan

401(k) retirement plan · Community Financial Advisors Inc.'s Community Financial Advisors Inc. 401(k) Plan held $797K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$797K

Net assets (EOY)

$797K

People on this filing

Duane Daniels signed Community Financial Advisors Inc.'s 2024 Form 5500 as plan administrator.

Duane Daniels — 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

Community Financial Advisors Inc.'s EIN is 37-1402601.

EIN 37-1402601

Plan number 001

Plan year 2024

ACK ID 20250512084523NAL0012536163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Community Financial Advisors Inc.'s plan includes 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 COMMUNITY FINANCIAL ADVISORS 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