How big is CFO Selections, LLC's plan?

CFO Selections, LLC's plan reported $2.9M in assets and 27 participants for 2024.

Original filing (PDF)20251015150804NAL0009947634001

CFO Selections, LLC

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

Form 5500-SF

FILING_RECEIVED

CFO Selections, LLC 401(k) Plan

401(k) retirement plan · CFO Selections, LLC's CFO Selections, LLC 401(k) Plan held $2.9M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.8M

Plan identifiers

CFO Selections, LLC's EIN is 47-0901312.

EIN 47-0901312

Plan number 001

Plan year 2024

ACK ID 20251015150804NAL0009947634001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CFO Selections, 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 SELECTIONS, 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