CLFM Holdings, LLC DBA Cornerstone Financial Group

Carrie Johnson signed CLFM Holdings, LLC DBA Cornerstone Financial Group's 2024 Form 5500 as plan administrator.

• Carrie Johnson — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

CLFM Holdings, LLC DBA Cornerstone Financial Group's EIN is 92-1170921.

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

CLFM Holdings, LLC DBA Cornerstone Financial Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).