How big is CFG, LLC's plan?

CFG, LLC's plan reported $2.7M in assets and 8 participants for 2024.

Original filing (PDF)20251014095815NAL0001205971001

CFG, LLC

Name: CFG, LLC — CFG, LLC Cash Balance Plan, Form 5500 (2024)
Creator: CFG, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFG, LLC Cash Balance Plan

Defined-benefit pension plan · CFG, LLC's CFG, LLC Cash Balance Plan held $2.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Anthony Warren signed CFG, LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

CFG, LLC's EIN is 37-1834612.

EIN 37-1834612

Plan number 002

Plan year 2024

ACK ID 20251014095815NAL0001205971001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CFG, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CFG, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CFG, LLC

EIN

all filings

Address

9340 PRIORITY WAY WEST DRIVE · INDIANAPOLIS, IN · 46240

Phone

(800) 882-9771

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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