How big is CM Financial Advisors LLC's plan?

CM Financial Advisors LLC's plan reported $468K in assets and 4 participants for 2025.

Original filing (PDF)20260422220703NAL0002212035056

CM Financial Advisors LLC

Name: CM Financial Advisors LLC — CM Financial Advisors, Form 5500 (2025)
Creator: CM Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CM Financial Advisors 401(k) Plan

401(k) retirement plan · CM Financial Advisors LLC's CM Financial Advisors 401(k) Plan held $468K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$468K

Net assets (EOY)

$468K

People on this filing

Elantha Barry signed CM Financial Advisors LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

CM Financial Advisors LLC's EIN is 84-2637881.

EIN 84-2637881

Plan number 001

Plan year 2025

ACK ID 20260422220703NAL0002212035056

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CM Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CM Financial Advisors 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 CM FINANCIAL ADVISORS LLC.

Finding similar companies…

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