· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CFI SALES, INC. — CFI SALES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002152453NAL0000393715001
CFI SALES, INC.
Form 5500-SF
FILING_RECEIVED
CFI SALES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
104
Accounts w/ balance
83
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CFI SALES, INC.
.
Find decision makers
Plan sponsor
Name
CFI SALES, INC.
EIN
42-1430995
Address
1701 E. EUCLID AVENUE · DES MOINES, IA · 50313
Phone
(515) 262-9051
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
KERI MOTORS, INC.
KERI MOTORS 401(K) PROFIT SHARING PLAN
$2.9M · 47 participants
MAAS AUTO, INC.
MAAS AUTO 401(K) PLAN
$2.9M · 20 participants
ERF ENTERPRISES, INC. DBA COLTON TRUCK TERMINAL GARAGE
COLTON TRUCK TERMINAL GARAGE, INC. 401K PROFIT SHARING PLAN
$2.9M · 15 participants
CARTER MECHANICAL, INC.
CARTER MECHANICAL 401(K) PLAN
$2.9M · 63 participants
G. BELL ELECTRIC, INC
G. BELL ELECTRIC, INC. 401(K) PROFIT SHARING PLAN
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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.
$2.9M · 50 participants
C&P MACHINE SERVICE, INC.
C&P MACHINE SERVICE, INC. 401(K) PROFIT SHARING PLAN
$2.9M · 22 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
