Original filing (PDF)20250612160258NAL0028871696001

CERTIFIED FINANCIAL STRATEGIES CORP

Name: CERTIFIED FINANCIAL STRATEGIES CORP — CERTIFIED FINANCIAL STRATEGIES CORP 401(K) PLAN, Form 5500 (2024)
Creator: CERTIFIED FINANCIAL STRATEGIES CORP

Form 5500-SF

FILING_RECEIVED

CERTIFIED FINANCIAL STRATEGIES CORP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$89K

Net assets (EOY)

$89K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CERTIFIED FINANCIAL STRATEGIES CORP.

Plan sponsor

Name

CERTIFIED FINANCIAL STRATEGIES CORP

EIN

75-1317131all filings

Address

12700 HILLCREST RD. · STE. 210 · DALLAS, TX · 75230

Phone

(972) 702-8121

Industry

Finance & Insurancesee all

Plan administrator