How big is CMS Retirement Income Planning LLC's plan?

CMS Retirement Income Planning LLC's plan reported $371K in assets and 2 participants for 2025.

Original filing (PDF)20260515095423NAL0007573715001

CMS Retirement Income Planning LLC

Name: CMS Retirement Income Planning LLC — CMS Retirement, Form 5500 (2025)
Creator: CMS Retirement Income Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CMS Retirement Income Planning LLC 401(k) Plan

401(k) retirement plan · CMS Retirement Income Planning LLC's CMS Retirement Income Planning LLC 401(k) Plan held $371K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$371K

Net assets (EOY)

$371K

Plan identifiers

CMS Retirement Income Planning LLC's EIN is 83-3966838.

EIN 83-3966838

Plan number 001

Plan year 2025

ACK ID 20260515095423NAL0007573715001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CMS Retirement Income Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CMS Retirement Income Planning LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CMS RETIREMENT INCOME PLANNING 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

Knocking points off