Original filing (PDF)20250728105129NAL0000801539001

CFO'S DOMAIN, LLC

Name: CFO'S DOMAIN, LLC — CFO'S DOMAIN, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CFO'S DOMAIN, LLC

Form 5500-SF

FILING_RECEIVED

CFO'S DOMAIN, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$706K

Net assets (EOY)

$706K

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'S DOMAIN, LLC.

Plan sponsor

Name

CFO'S DOMAIN, LLC

EIN

83-4654557

Address

1014 S. WESTLAKE BLVD · STE. 14-407 · WESTLAKE VILLAGE, CA · 91361

Phone

(818) 827-7805

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

ISOTEK LABORATORIES LLC

ISOTEK LABORATORIES LLC 401(K)

$706K · 13 participants

HEXABUILD, INC.

HEXABUILD 401(K) PLAN

$705K · 8 participants

CLIFTON CRAVATH, INC.

CLIFTON CRAVATH, INC. 401(K) PROFIT SHARING PLAN

$706K · 2 participants

CUSTOM ANALYSIS LLC

CUSTOM ANALYSIS LLC 401(K) PLAN

$706K · 9 participants

TWI CONSULTANTS LLC

TWI CONSULTANTS 401(K) PLAN

$705K · 4 participants