How big is CFO by Design, Inc.'s plan?

CFO by Design, Inc.'s plan reported $1.0M in assets and 11 participants for 2024.

Original filing (PDF)20251015124455NAL0002312099001

CFO by Design, Inc.

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

Form 5500-SF

FILING_RECEIVED

CFO by Design, Inc. 401(k) Plan

401(k) retirement plan · CFO by Design, Inc.'s CFO by Design, Inc. 401(k) Plan held $1.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Paula PATE signed CFO by Design, Inc.'s 2024 Form 5500 as plan administrator.

Paula PATE — 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 by Design, Inc.'s EIN is 46-3596232.

EIN 46-3596232

Plan number 001

Plan year 2024

ACK ID 20251015124455NAL0002312099001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CFO by Design, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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