How big is CBFS Hospitality, LLC's plan?

CBFS Hospitality, LLC's plan reported $9K in assets and 141 participants for 2024.

Original filing (PDF)20251008092201NAL0005330705001

CBFS Hospitality, LLC

Name: CBFS Hospitality, LLC — Three Oaks Hospitality, Form 5500 (2024)
Creator: CBFS Hospitality, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Three Oaks Hospitality 401(k) Plan

401(k) retirement plan · CBFS Hospitality, LLC's Three Oaks Hospitality 401(k) Plan held $9K in plan assets for 141 participants in 2024.

Signals · 1

No auditor on file

Active participants

141

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

Plan identifiers

CBFS Hospitality, LLC's EIN is 84-4486017.

EIN 84-4486017

Plan number 001

Plan year 2024

ACK ID 20251008092201NAL0005330705001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CBFS Hospitality, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CBFS HOSPITALITY, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score