How big is Your Trusted CFO LLC's plan?

Your Trusted CFO LLC's plan reported $1K in assets and 2 participants for 2025.

Original filing (PDF)20260504220501NAL0000406864008

Your Trusted CFO LLC

Name: Your Trusted CFO LLC — Your Trusted CFO LLC 401(k), Form 5500 (2025)
Creator: Your Trusted CFO LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Your Trusted CFO LLC 401(k) Plan

401(k) retirement plan · Your Trusted CFO LLC's Your Trusted CFO LLC 401(k) Plan held $1K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

Plan identifiers

Your Trusted CFO LLC's EIN is 37-1795196.

EIN 37-1795196

Plan number 001

Plan year 2025

ACK ID 20260504220501NAL0000406864008

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Your Trusted CFO LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Your Trusted CFO LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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