How big is CFM Wealth Partners' plan?

CFM Wealth Partners' plan reported $585K in assets and 4 participants for 2025.

Original filing (PDF)20260521140355NAL0002260689001

CFM Wealth Partners

Name: CFM Wealth Partners — CFM Wealth Partners 401(k) P/S, Form 5500 (2025)
Creator: CFM Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFM Wealth Partners 401(k) P/S Plan

401(k) retirement plan · CFM Wealth Partners' CFM Wealth Partners 401(k) P/S Plan held $585K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$585K

Net assets (EOY)

$585K

People on this filing

LISA MAAS signed CFM Wealth Partners' 2025 Form 5500 as plan administrator.

LISA MAAS — 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

CFM Wealth Partners' EIN is 84-3187327.

EIN 84-3187327

Plan number 001

Plan year 2025

ACK ID 20260521140355NAL0002260689001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CFM Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CFM Wealth Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CFM WEALTH PARTNERS.

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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

Helping the score