How big is Carmandalian Financial Group, LLC's plan?

Carmandalian Financial Group, LLC's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250926150150NAL0004065059001

Carmandalian Financial Group, LLC

Name: Carmandalian Financial Group, LLC — CFG Cash Balance, Form 5500 (2024)
Creator: Carmandalian Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFG Cash Balance Plan

Defined-benefit pension plan · Carmandalian Financial Group, LLC's CFG Cash Balance Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Steven Carmandalian signed Carmandalian Financial Group, LLC's 2024 Form 5500 as plan administrator.

Steven Carmandalian — 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

Carmandalian Financial Group, LLC's EIN is 82-3779457.

EIN 82-3779457

Plan number 002

Plan year 2024

ACK ID 20250926150150NAL0004065059001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carmandalian Financial Group, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARMANDALIAN FINANCIAL GROUP, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score