How big is Clientfirst of NC, LLC's plan?

Clientfirst of NC, LLC's plan reported $449K in assets and 24 participants for 2024.

Original filing (PDF)20250529084148NAL0004733779001

Clientfirst of NC, LLC

Name: Clientfirst of NC, LLC — Clientfirst Behavioral, Form 5500 (2024)
Creator: Clientfirst of NC, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clientfirst Behavioral Health 401(k) Plan

401(k) retirement plan · Clientfirst of NC, LLC's Clientfirst Behavioral Health 401(k) Plan held $449K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$449K

Net assets (EOY)

$449K

People on this filing

KIP Brown signed Clientfirst of NC, LLC's 2024 Form 5500 as plan administrator.

KIP Brown — 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

Clientfirst of NC, LLC's EIN is 80-0344395.

EIN 80-0344395

Plan number 001

Plan year 2024

ACK ID 20250529084148NAL0004733779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clientfirst of NC, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clientfirst of NC, 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 CLIENTFIRST OF NC, 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