How big is CFM Partners Inc.'s plan?

CFM Partners Inc.'s plan reported $1.6M in assets and 11 participants for 2023.

Original filing (PDF)20251021151215NAL0003497154001

CFM Partners Inc.

Name: CFM Partners Inc. — CFM Partners, Inc. 401(k) Profit, Form 5500 (2023)
Creator: CFM Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFM Partners, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · CFM Partners Inc.'s CFM Partners, Inc. 401(k) Profit Sharing Plan and Trust held $1.6M in plan assets for 11 participants in 2023.

Signals · 1

Late filing · 11.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Elizabeth Murphy signed CFM Partners Inc.'s 2023 Form 5500 as plan administrator.

Elizabeth Murphy — 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 Partners Inc.'s EIN is 52-1922865.

EIN 52-1922865

Plan number 001

Plan year 2023

ACK ID 20251021151215NAL0003497154001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for CFM Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

CFM Partners Inc.'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 CFM PARTNERS INC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 11.2 months past the 10.5-month grace window.

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 (91st percentile).

Plan sponsor

Name

CFM PARTNERS INC

EIN

all filings

Address

1701 RHODE ISLAND AVE NW · WASHINGTON, DC · 20036

Phone

(202) 364-2380

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator