How big is Personal CFO Solutions LLC's plan?

Personal CFO Solutions LLC's plan reported $4.6M in assets and 16 participants for 2024.

Original filing (PDF)20250819214725NAL0001330115001

Personal CFO Solutions LLC

Name: Personal CFO Solutions LLC — Personal CFO Solutions, Form 5500 (2024)
Creator: Personal CFO Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Personal CFO Solutions LLC 401(k) Plan

401(k) retirement plan · Personal CFO Solutions LLC's Personal CFO Solutions LLC 401(k) Plan held $4.6M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Personal CFO Solutions LLC's EIN is 45-2419231.

EIN 45-2419231

Plan number 001

Plan year 2024

ACK ID 20250819214725NAL0001330115001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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