How big is Cpfrm, LLC's plan?

Cpfrm, LLC's plan reported $1.3M in assets and 24 participants for 2024.

Original filing (PDF)20250606125902NAL0012375825001

Cpfrm, LLC

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

Form 5500-SF

FILING_RECEIVED

Cpfrm 401(k) Benefit Plan

401(k) retirement plan · Cpfrm, LLC's Cpfrm 401(k) Benefit Plan held $1.3M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Cpfrm, LLC's EIN is 46-4440252.

EIN 46-4440252

Plan number 001

Plan year 2024

ACK ID 20250606125902NAL0012375825001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cpfrm, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CPFRM, LLC

EIN

all filings

Address

111 W. CHURCH STREET · NASHVILLE, NC · 27856

Phone

(252) 220-6507

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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