How big is CFO Solutions-NW LLC's plan?

CFO Solutions-NW LLC's plan reported $677K in assets and 1 participants for 2025.

Original filing (PDF)20260313183520NAL0008419219001

CFO Solutions-NW LLC

Name: CFO Solutions-NW LLC — CFO Solutions-NW, LLC 401(k), Form 5500 (2025)
Creator: CFO Solutions-NW LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFO Solutions-NW, LLC 401(k) Plan

401(k) retirement plan · CFO Solutions-NW LLC's CFO Solutions-NW, LLC 401(k) Plan held $677K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$677K

Net assets (EOY)

$677K

Plan identifiers

CFO Solutions-NW LLC's EIN is 46-1213015.

EIN 46-1213015

Plan number 001

Plan year 2025

ACK ID 20260313183520NAL0008419219001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CFO Solutions-NW LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CFO Solutions-NW LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CFO SOLUTIONS-NW LLC

EIN

all filings

Address

221 N CENTRAL AVE · # 120 · MEDFORD, OR · 97501

Phone

(541) 840-7496

Industry

Professional & Technical Services

Plan administrator