Original filing (PDF)20230421120916NAL0006217808001

YOU DON'T NEED A CMO LLC

Name: YOU DON'T NEED A CMO LLC — YOU DON'T NEED A CMO LLC 401(K) P/S PLAN, Form 5500 (2022)
Creator: YOU DON'T NEED A CMO LLC

Form 5500-SF

FILING_RECEIVED

YOU DON'T NEED A CMO LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

Plan health score

Above-average plan

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YOU DON'T NEED A CMO LLC.

Plan sponsor

Name

YOU DON'T NEED A CMO LLC

EIN

83-3483761

Address

515 N FLAGLER DR STE P300 · WEST PALM BEACH, FL · 33401

Phone

(561) 467-2426

Industry

Professional & Technical Servicessee all

Plan administrator

Name

YOU DON'T NEED A CMO LLC

EIN

83-3483761

City

WEST PALM BEACH, FL

Phone

(561) 467-2426

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-21

Pension benefit codes

2G · Total participant-directed accounts

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

2F · ERISA section 404(c)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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