Original filing (PDF)20251013123730NAL0000609491003

CRAIG, FITZSIMMONS & MEYER, LLP

Name: CRAIG, FITZSIMMONS & MEYER, LLP — CF STAFFING SERVICES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CRAIG, FITZSIMMONS & MEYER, LLP

Form 5500-SF

FILING_RECEIVED

CF STAFFING SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRAIG, FITZSIMMONS & MEYER, LLP.

Plan sponsor

Name

CRAIG, FITZSIMMONS & MEYER, LLP

EIN

90-0647844

Address

20 MANOR ROAD · SMITHTOWN, NY · 117879617

Phone

(631) 360-1400

Industry

CPA Offices· Professional & Technical Servicessee all

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size CPA Offices plans

MORRISON & SMITH, LLP

MORRISON & SMITH, CPAS PROFIT SHARING PLAN

$5.6M · 7 participants

PURKEY, CARTER, COMPTON, SWANN & CARTER, PLLC

PURKEY, CARTER, COMPTON, SWANN & CARTER, PLLC RESTATED RETIREMENT PLAN

$5.6M · 12 participants

POMARES & CO., LLP

POMARES & CO., CPAS PROFIT SHARING PLAN

$5.6M · 14 participants

COVER & ROSSITER, PA

COVER & ROSSITER 401(K) PLAN

$5.6M · 19 participants

BHGP&S CO., INC.

$5.6M · 9 participants