How big is Personal CFO Solutions LLC's plan?

Personal CFO Solutions LLC's plan reported $2.1M in assets and 16 participants for 2024.

Original filing (PDF)20251006003225NAL0001785827001

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 Cash Balance Plan

Defined-benefit pension plan · Personal CFO Solutions LLC's Personal CFO Solutions LLC Cash Balance Plan held $2.1M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

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

EIN 45-2419231

Plan number 002

Plan year 2024

ACK ID 20251006003225NAL0001785827001

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 a cash-balance formula.

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 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