How big is CFM Benefits, LLC's plan?

CFM Benefits, LLC's plan reported $19.8M in assets and 38 participants for 2024.

Original filing (PDF)20250904102011NAL0009652931001

CFM Benefits, LLC

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

Form 5500-SF

FILING_RECEIVED

CFM Benefits, LLC 401(k) Plan & Trust

401(k) retirement plan · CFM Benefits, LLC's CFM Benefits, LLC 401(k) Plan & Trust held $19.8M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.8M

Net assets (EOY)

$19.8M

People on this filing

Jeremy Spears signed CFM Benefits, LLC's 2024 Form 5500 as plan administrator.

Jeremy Spears — 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

CFM Benefits, LLC's EIN is 47-4222697.

EIN 47-4222697

Plan number 001

Plan year 2024

ACK ID 20250904102011NAL0009652931001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CFM Benefits, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CFM BENEFITS, 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 (86th percentile).

Plan sponsor

Name

CFM BENEFITS, LLC

EIN

all filings

Address

2615 EAST END BLVD SOUTH · MARSHALL, TX · 75672

Phone

(903) 938-9949

Industry

Mining, Quarrying, Oil & Gas

Plan administrator