Original filing (PDF)20250527113331NAL0005625297001

CFM WEALTH PARTNERS

Name: CFM WEALTH PARTNERS — CFM WEALTH PARTNERS 401(K) P/S PLAN, Form 5500 (2024)
Creator: CFM WEALTH PARTNERS

Form 5500-SF

FILING_RECEIVED

CFM WEALTH PARTNERS 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$645K

Net assets (EOY)

$645K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CFM WEALTH PARTNERS

EIN

84-3187327all filings

Address

3500 JEFFERSON ST STE 315 · AUSTIN, TX · 78731

Phone

(512) 366-3921

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