How big is CTFN LLC's plan?

CTFN LLC's plan reported $236K in assets and 8 participants for 2024.

Original filing (PDF)20250422222757NAL0004957041060

CTFN LLC

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

Form 5500-SF

FILING_RECEIVED

CTFN 401(k) Plan

401(k) retirement plan · CTFN LLC's CTFN 401(k) Plan held $236K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

Plan identifiers

CTFN LLC's EIN is 46-2980863.

EIN 46-2980863

Plan number 001

Plan year 2024

ACK ID 20250422222757NAL0004957041060

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CTFN LLC'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 CTFN 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CTFN LLC

EIN

all filings

Address

55 POST ROAD WEST · FLOOR 2 · WESTPORT, CT · 06880

Phone

(609) 410-0556

Industry

Finance & Insurance

Plan administrator