How big is CEF Solutions Inc.'s plan?

CEF Solutions Inc.'s plan reported $1.2M in assets and 167 participants for 2024.

Original filing (PDF)20250811090452NAL0003863043001

CEF Solutions Inc.

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

Form 5500-SF

FILING_RECEIVED

CEF Solutions, Inc. 401(k) Plan

401(k) retirement plan · CEF Solutions Inc.'s CEF Solutions, Inc. 401(k) Plan held $1.2M in plan assets for 167 participants in 2024.

Signals · 1

No auditor on file

Active participants

167

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

TARA Evans, for TAG Resources signed CEF Solutions Inc.'s 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

CEF Solutions Inc.'s EIN is 47-4780117.

EIN 47-4780117

Plan number 001

Plan year 2024

ACK ID 20250811090452NAL0003863043001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CEF Solutions Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CEF SOLUTIONS INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score