How big is CFA LLC's plan?

CFA LLC's plan reported $324K in assets and 10 participants for 2024.

Original filing (PDF)20250717150506NAL0000731136001

CFA LLC

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

Form 5500-SF

FILING_RECEIVED

CFA LLC 401(k)

401(k) retirement plan · CFA LLC's CFA LLC 401(k) held $324K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$324K

Net assets (EOY)

$324K

People on this filing

Nick Rice signed CFA LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

CFA LLC's EIN is 92-1940836.

EIN 92-1940836

Plan number 001

Plan year 2024

ACK ID 20250717150506NAL0000731136001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CFA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CFA LLC

EIN

all filings

Address

950 BRIDGEPORT AVE · MILFORD, CT · 06460

Phone

(203) 536-8593

Industry

Manufacturing

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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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