How big is CBL Holdings, LLC's plan?

CBL Holdings, LLC's plan reported $12K in assets and 16 participants for 2024.

Original filing (PDF)20251008205036NAL0006312465001

CBL Holdings, LLC

Name: CBL Holdings, LLC — The CRIS Lopez CFA, LLC 401(k), Form 5500 (2024)
Creator: CBL Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The CRIS Lopez CFA, LLC 401(k) Plan

401(k) retirement plan · CBL Holdings, LLC's The CRIS Lopez CFA, LLC 401(k) Plan held $12K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

Plan identifiers

CBL Holdings, LLC's EIN is 88-3445421.

EIN 88-3445421

Plan number 001

Plan year 2024

ACK ID 20251008205036NAL0006312465001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CBL Holdings, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CBL HOLDINGS, 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