Original filing (PDF)20250724142532NAL0005592561001

CFO STRATEGIES, LLC

Name: CFO STRATEGIES, LLC — CFO STRATEGIES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CFO STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

CFO STRATEGIES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CFO STRATEGIES, LLC.

Plan sponsor

Name

CFO STRATEGIES, LLC

EIN

45-4899506

Address

1601 PERRINEVILLE ROAD UNIT 6371 · MONROE, NJ · 08831

Phone

(732) 236-4454

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-07-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

GOLDEN, REDD & COMPANY, LLC

GOLDEN, REDD & COMPANY, LLC 401(K) PLAN

$1.4M

JOSEPH M. LARSEN, CPA, PC

JOSEPH M. LARSEN, CPA, PC PROFIT SHARING PLAN

$1.4M · 2 participants

NOLL & COMPANY, INC.

NOLL & COMPANY, INC. 401(K) PLAN

$1.4M · 13 participants

TANIS GROUP, LLC

TANIS GROUP, LLC 401(K) COMPASS RETIREMENT PLAN

$1.4M · 4 participants

SIMONTON & KUTAC LLP

SIMONTON & KUTAC 401(K) PROFIT SHARING PLAN

$1.4M · 9 participants