How big is The Cedarfield Group LLC's plan?

The Cedarfield Group LLC's plan reported $5.0M in assets and 6 participants for 2024.

Original filing (PDF)20250924111616NAL0016936802001

The Cedarfield Group LLC

Name: The Cedarfield Group LLC — The Cedarfield Group LLC, Form 5500 (2024)
Creator: The Cedarfield Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Cedarfield Group LLC 401(k) Savings and Retirement Plan

401(k) retirement plan · The Cedarfield Group LLC's The Cedarfield Group LLC 401(k) Savings and Retirement Plan held $5.0M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

ZOYA SON signed The Cedarfield Group LLC's 2024 Form 5500 as plan administrator.

ZOYA SON — 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

The Cedarfield Group LLC's EIN is 87-2650985.

EIN 87-2650985

Plan number 001

Plan year 2024

ACK ID 20250924111616NAL0016936802001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Cedarfield Group 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 THE CEDARFIELD GROUP LLC.

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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.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

THE CEDARFIELD GROUP LLC

EIN

all filings

Address

421 S. BEVERLY DR., FLOOR 7 · BEVERLY HILLS, CA · 90212

Phone

(212) 856-9594

Industry

Finance & Insurance

Plan administrator