Lauren Ibrahim signed CFS Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CFS Management, LLC's EIN is 83-4228141.
Download the official 2024 Form 5500 (PDF) for CFS Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CFS Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $27K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| MERRILL LYNCH PERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CECILCO | — | DALLAS, TX | CONTRACT ADMIN | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSURANCE DIMENSIONS | — | TAMPA, FL | AUDITOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KB PENSION SERVICES, INC. | — | LAKEWOOD RANCH, FL | CONTACT ADMIN | $6K | — |
