Original filing (PDF)20250619122316NAL0001843107001

CLFM HOLDINGS, LLC DBA CORNERSTONE FINANCIAL GROUP

Name: CLFM HOLDINGS, LLC DBA CORNERSTONE FINANCIAL GROUP — CFG 401(K) PLAN, Form 5500 (2024)
Creator: CLFM HOLDINGS, LLC DBA CORNERSTONE FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

CFG 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLFM HOLDINGS, LLC DBA CORNERSTONE FINANCIAL GROUP.

Plan sponsor

Name

CLFM HOLDINGS, LLC DBA CORNERSTONE FINANCIAL GROUP

EIN

92-1170921

Address

15851 DALLAS PARKWAY SUITE 1230 · ADDISON, TX · 75001

Phone

(972) 980-2004

Industry

Finance & Insurancesee all

Plan administrator