Original filing (PDF)20250412220356NAL0015574883077

CFO HUB LLC

Name: CFO HUB LLC — CFO HUB 401(K) PLAN, Form 5500 (2024)
Creator: CFO HUB LLC

Form 5500-SF

FILING_RECEIVED

CFO HUB 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$571K

Net assets (EOY)

$571K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CFO HUB LLC.

Plan sponsor

Name

CFO HUB LLC

EIN

83-1215189

Address

4660 LA JOLLA VILLAGE DR · STE 100 · SAN DIEGO, CA · 92122

Phone

(619) 861-0316

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

SC CONSULTING SERVICES LLC

SC CONSULTING SERVICES LLC 401(K) PLAN

$571K · 104 participants

BLAKE WORKS INC.

BLAKE WORKS INC. 401(K) PLAN

$571K · 2 participants

DYNAFIOS, LLC

DYNAFIOS, LLC 401(K) PLAN

$571K · 17 participants

AMBASSADOR ENTERPRISES, LLC

AE 401(K) PLAN 3% 30 DAY

$571K · 36 participants

RAINIER RECRUITING

RAINIER RECRUITING 401(K) PLAN

$571K · 10 participants