How big is CFO Solutions LLC's plan?

CFO Solutions LLC's plan reported $20.7M in assets and 74 participants for 2025.

Original filing (PDF)20260518173345NAL0000254579001

CFO Solutions LLC

Name: CFO Solutions LLC — CFO Solutions LLC Retirement, Form 5500 (2025)
Creator: CFO Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFO Solutions LLC Retirement Trust

401(k) retirement plan · CFO Solutions LLC's CFO Solutions LLC Retirement Trust held $20.7M in plan assets for 74 participants in 2025.

Active participants

Accounts w/ balance

100

Plan assets (EOY)

$20.7M

Net assets (EOY)

$20.7M

Plan identifiers

CFO Solutions LLC's EIN is 56-2513369.

EIN 56-2513369

Plan number 001

Plan year 2025

ACK ID 20260518173345NAL0000254579001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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