How big is Client 1ST Advisory Group's plan?

Client 1ST Advisory Group's plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20250416220524NAL0000125987082

Client 1ST Advisory Group

Name: Client 1ST Advisory Group — Client 1ST Advisory, Form 5500 (2024)
Creator: Client 1ST Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Client 1ST Advisory Group 401(k) Plan

401(k) retirement plan · Client 1ST Advisory Group's Client 1ST Advisory Group 401(k) Plan held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

QIAN LIU signed Client 1ST Advisory Group's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Client 1ST Advisory Group's EIN is 46-2205726.

EIN 46-2205726

Plan number 001

Plan year 2024

ACK ID 20250416220524NAL0000125987082

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Client 1ST Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Client 1ST Advisory Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLIENT 1ST ADVISORY GROUP.

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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