How big is Comprehensive Financial Management's plan?

Comprehensive Financial Management's plan reported $25.8M in assets and 41 participants for 2024.

Original filing (PDF)20250814152151NAL0022335810001

Comprehensive Financial Management

Name: Comprehensive Financial Management — CFM 401(k) Plan, Form 5500 (2024)
Creator: Comprehensive Financial Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFM 401(k) Plan

401(k) retirement plan · Comprehensive Financial Management's CFM 401(k) Plan held $25.8M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25.8M

Net assets (EOY)

$25.8M

People on this filing

Gregory Hardester signed Comprehensive Financial Management's 2024 Form 5500 as plan administrator.

Gregory Hardester — 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

Comprehensive Financial Management's EIN is 77-0534410.

EIN 77-0534410

Plan number 001

Plan year 2024

ACK ID 20250814152151NAL0022335810001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Comprehensive Financial Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Comprehensive Financial Management'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 COMPREHENSIVE FINANCIAL MANAGEMENT.

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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

Knocking points off