How big is CPG Financial Services, LLC's plan?

CPG Financial Services, LLC's plan reported $6.0M in assets and 12 participants for 2024.

Original filing (PDF)20250625134951NAL0011347488001

CPG Financial Services, LLC

Name: CPG Financial Services, LLC — CPG Financial, Form 5500 (2024)
Creator: CPG Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CPG Financial Services, LLC 401 (K) Plan

401(k) retirement plan · CPG Financial Services, LLC's CPG Financial Services, LLC 401 (K) Plan held $6.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

John Johnson signed CPG Financial Services, LLC's 2024 Form 5500 as plan administrator.

John Johnson — 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

CPG Financial Services, LLC's EIN is 83-2264045.

EIN 83-2264045

Plan number 001

Plan year 2024

ACK ID 20250625134951NAL0011347488001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CPG Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CPG FINANCIAL SERVICES, 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