How big is CFO Systems, LLC's plan?

CFO Systems, LLC's plan reported $1.7M in assets and 18 participants for 2024.

Original filing (PDF)20250725170738NAL0006105729001

CFO Systems, LLC

Name: CFO Systems, LLC — CFO Systems LLC 401(k) Profit, Form 5500 (2024)
Creator: CFO Systems, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFO Systems LLC 401(k) Profit Sharing Plan

401(k) retirement plan · CFO Systems, LLC's CFO Systems LLC 401(k) Profit Sharing Plan held $1.7M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

CFO Systems, LLC's EIN is 37-1776927.

EIN 37-1776927

Plan number 001

Plan year 2024

ACK ID 20250725170738NAL0006105729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CFO Systems, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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