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Original filing (PDF)20251013150245NAL0000749027001
CF FOUNDATION, INC.
Form 5500
FILING_RECEIVED
CF FOUNDATION, INC. SALARY DEFERRAL PLAN
401(k) retirement plan
Active participants
151
Accounts w/ balance
199
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CF FOUNDATION, INC..
Plan sponsor
Name
CF FOUNDATION, INC.
EIN
58-1743909
Address
830 GLENWOOD AVE. SE · SUITE 510-205 · ATLANTA, GA · 30316
Phone
(404) 233-4339
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRAZIER AND DEETER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
Investments
26 direct securities· $13.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH COMPANY Mutual Fund | — | — | — | $3.0M | 21.6% | |
| FID 500 INDEX Mutual Fund | — | — | — | $1.7M | 12.1% | |
| VANG VMMR-FED MMKT Money Market Fund | — | — | — | $1.1M | 7.7% | |
| BLKRK LP DYN RET K Mutual Fund | — | — | — | $971K | 7.1% | |
| BLKRK LP DYN 2045 K Mutual Fund | — | — | — | $892K | 6.5% | |
| BLKRK LP DYN 2040 K Mutual Fund | — | — | — | $761K | 5.6% | |
| BLKRK LP DYN 2035 K Mutual Fund | — | — | — | $600K | 4.4% | |
| VANG EQUITY INC ADM Mutual Fund | — | — | — | $573K | 4.2% | |
| BLKRK LP DYN 2030 K Mutual Fund | — | — | — | $571K | 4.2% | |
| VANG MIDCAP IDX ADM Mutual Fund | — | — | — | $505K | 3.7% | |
| MFS INTL DIVRSN R6 Mutual Fund | — | — | — | $482K | 3.5% | |
| BLKRK LP DYN 2050 K Mutual Fund | — | — | — | $457K | 3.3% | |
| FID PURITAN Mutual Fund | — | — | — | $438K | 3.2% | |
| J H ENTERPRISE N Mutual Fund | — | — | — | $352K | 2.6% | |
| BLKRK LP DYN 2055 K Mutual Fund | — | — | — | $348K | 2.5% | |
| AS SPL MID CP VAL R6 Mutual Fund | — | — | — | $294K | 2.1% | |
| AS SPL SM CAP VAL R6 Mutual Fund | — | — | — | $223K | 1.6% | |
| FID INVST GR BD Mutual Fund | — | — | — | $149K | 1.1% | |
| BLKRK LP DYN 2060 K Mutual Fund | — | — | — | $115K | 0.8% | |
| C&S REAL ESTATE Z Mutual Fund | — | — | — | $100K | 0.7% | |
| DODGE & COX INCOME X Mutual Fund | — | — | — | $92K | 0.7% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% | — | — | — | $52K | 0.4% | |
| WASATCH CORE GR INST Mutual Fund | — | — | — | $31K | 0.2% | |
| BLKRK LP DYN 2065 K Mutual Fund | — | — | — | $16K | 0.1% | |
| VANG ST INV GR ADM Mutual Fund | — | — | — | $11K | <0.1% | |
| VANG INFL PROT ADM Mutual Fund | — | — | — | $5K | <0.1% |
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