How big is CPI Fund Manager LLC's plan?

CPI Fund Manager LLC's plan reported $445K in assets and 9 participants for 2024.

Original filing (PDF)20250630192406NAL0016931312001

CPI Fund Manager LLC

Name: CPI Fund Manager LLC — CPI Fund Manager LLC 401(k), Form 5500 (2024)
Creator: CPI Fund Manager LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CPI Fund Manager LLC 401(k) Plan

401(k) retirement plan · CPI Fund Manager LLC's CPI Fund Manager LLC 401(k) Plan held $445K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$445K

Net assets (EOY)

$445K

People on this filing

Nick Rice signed CPI Fund Manager LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

CPI Fund Manager LLC's EIN is 81-2676523.

EIN 81-2676523

Plan number 001

Plan year 2024

ACK ID 20250630192406NAL0016931312001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CPI Fund Manager LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CPI Fund Manager 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 CPI FUND MANAGER 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