How big is Certified Financial Group, Inc.'s plan?

Certified Financial Group, Inc.'s plan reported $16.5M in assets and 30 participants for 2024.

Original filing (PDF)20251013134314NAL0001356657001

Certified Financial Group, Inc.

Name: Certified Financial Group, Inc. — Certified Financia, Form 5500 (2024)
Creator: Certified Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Certified Financial Group, Inc. 401(k) & Profit Sharing Plan

401(k) retirement plan · Certified Financial Group, Inc.'s Certified Financial Group, Inc. 401(k) & Profit Sharing Plan held $16.5M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.5M

Net assets (EOY)

$16.5M

Plan identifiers

Certified Financial Group, Inc.'s EIN is 59-2951303.

EIN 59-2951303

Plan number 001

Plan year 2024

ACK ID 20251013134314NAL0001356657001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Certified Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Certified Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 CERTIFIED FINANCIAL GROUP, INC..

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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