How big is CFSG, LLC's plan?

CFSG, LLC's plan reported $136K in assets and 2 participants for 2024.

Original filing (PDF)20251013105308NAL0001765472002

CFSG, LLC

Name: CFSG, LLC — CFSG 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: CFSG, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFSG 401(k) Profit Sharing Plan

401(k) retirement plan · CFSG, LLC's CFSG 401(k) Profit Sharing Plan held $136K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

Plan identifiers

CFSG, LLC's EIN is 84-3428271.

EIN 84-3428271

Plan number 001

Plan year 2024

ACK ID 20251013105308NAL0001765472002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CFSG, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CFSG, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, profit-sharing.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CFSG, LLC

EIN

all filings

Address

1881 SW SCHAEFFER RD. · WEST LINN, OR · 97068

Phone

(503) 680-0047

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

2E · Profit-sharing

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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