How big is Engagecfo, LLC's plan?

Engagecfo, LLC's plan reported $589K in assets and 33 participants for 2025.

Original filing (PDF)20260520165725NAL0001722305001

Engagecfo, LLC

Name: Engagecfo, LLC — Engagecfo 401(k) Plan, Form 5500 (2025)
Creator: Engagecfo, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Engagecfo 401(k) Plan

401(k) retirement plan · Engagecfo, LLC's Engagecfo 401(k) Plan held $589K in plan assets for 33 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$589K

Net assets (EOY)

$589K

People on this filing

Craig Ross signed Engagecfo, LLC's 2025 Form 5500 as plan administrator.

Craig Ross — 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

Engagecfo, LLC's EIN is 83-0634970.

EIN 83-0634970

Plan number 001

Plan year 2025

ACK ID 20260520165725NAL0001722305001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Engagecfo, LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, 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 ENGAGECFO, 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ENGAGECFO, LLC

EIN

all filings

Address

50 LAKESIDE AVE · UNIT 57 · BURLINGTON, VT · 05401

Phone

(802) 735-6111

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-20

Pension benefit codes

2K · 401(m) arrangement

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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