How big is CMF Management LLC's plan?

CMF Management LLC's plan reported $134K in assets and 2 participants for 2024.

Original filing (PDF)20250605052228NAL0008279491001

CMF Management LLC

Name: CMF Management LLC — Form 5500 (2024)
Creator: CMF Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CMF Management LLC

401(k) retirement plan · CMF Management LLC held $134K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$134K

Net assets (EOY)

$134K

People on this filing

Elisabeth RISE signed CMF Management LLC's 2024 Form 5500 as plan administrator.

Elisabeth RISE — 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

CMF Management LLC's EIN is 87-4537359.

EIN 87-4537359

Plan number 001

Plan year 2024

ACK ID 20250605052228NAL0008279491001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CMF Management 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 CMF MANAGEMENT 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

CMF MANAGEMENT LLC

EIN

all filings

Address

PO BOX 1889 · EVERETT, WA · 98206

Phone

(206) 428-9800

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

2025-06-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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