How big is Outsourced CFO Services, LLC's plan?

Outsourced CFO Services, LLC's plan reported $101K in assets and 10 participants for 2025.

Original filing (PDF)20260424220651NAL0013321346050

Outsourced CFO Services, LLC

Name: Outsourced CFO Services, LLC — CFO Dental Partners, Form 5500 (2025)
Creator: Outsourced CFO Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFO Dental Partners 401(k) Plan

401(k) retirement plan · Outsourced CFO Services, LLC's CFO Dental Partners 401(k) Plan held $101K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

People on this filing

Elantha Barry signed Outsourced CFO Services, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Outsourced CFO Services, LLC's EIN is 47-5622296.

EIN 47-5622296

Plan number 001

Plan year 2025

ACK ID 20260424220651NAL0013321346050

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Outsourced CFO Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OUTSOURCED CFO SERVICES, 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 (89th percentile).

Plan sponsor

Name

OUTSOURCED CFO SERVICES, LLC

EIN

all filings

Address

3313 W CHERRY LN · SUITE 230 · MERIDIAN, ID · 83642

Phone

(208) 297-3921

Industry

Professional & Technical Services

Plan administrator