How big is The Charity CFO, LLC's plan?

The Charity CFO, LLC's plan reported $1.7M in assets and 53 participants for 2025.

Original filing (PDF)20260416162229NAL0025190707001

The Charity CFO, LLC

Name: The Charity CFO, LLC — The Charity CFO Retirement, Form 5500 (2025)
Creator: The Charity CFO, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Charity CFO Retirement Plan

401(k) retirement plan · The Charity CFO, LLC's The Charity CFO Retirement Plan held $1.7M in plan assets for 53 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Tosha Anderson signed The Charity CFO, LLC's 2025 Form 5500 as plan administrator.

Tosha Anderson — 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

The Charity CFO, LLC's EIN is 81-1513563.

EIN 81-1513563

Plan number 001

Plan year 2025

ACK ID 20260416162229NAL0025190707001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Charity CFO, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Charity CFO, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 THE CHARITY CFO, LLC.

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Plan health score

Above-average plan

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