How big is CX Institutional, LLC's plan?

CX Institutional, LLC's plan reported $6.4M in assets and 87 participants for 2024.

Original filing (PDF)20250729135006NAL0001660643001

CX Institutional, LLC

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

Form 5500-SF

FILING_RECEIVED

CX Institutional, LLC 401(k) Plan

401(k) retirement plan · CX Institutional, LLC's CX Institutional, LLC 401(k) Plan held $6.4M in plan assets for 87 participants in 2024.

Active participants

Accounts w/ balance

111

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Stacy Hefty signed CX Institutional, LLC's 2024 Form 5500 as plan administrator.

Stacy Hefty — 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

CX Institutional, LLC's EIN is 82-4336420.

EIN 82-4336420

Plan number 001

Plan year 2024

ACK ID 20250729135006NAL0001660643001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CX Institutional, 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 CX INSTITUTIONAL, 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