How big is CFO Strategies, LLC's plan?

CFO Strategies, LLC's plan reported $1.4M in assets and 11 participants for 2024.

Original filing (PDF)20250724142532NAL0005592561001

CFO Strategies, LLC

Name: CFO Strategies, LLC — CFO Strategies, LLC 401(k), Form 5500 (2024)
Creator: CFO Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFO Strategies, LLC 401(k) Plan

401(k) retirement plan · CFO Strategies, LLC's CFO Strategies, LLC 401(k) Plan held $1.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

ALAN Lefkowitz signed CFO Strategies, LLC's 2024 Form 5500 as plan administrator.

ALAN Lefkowitz — 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

CFO Strategies, LLC's EIN is 45-4899506.

EIN 45-4899506

Plan number 001

Plan year 2024

ACK ID 20250724142532NAL0005592561001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off