How big is Central Financial Management Inc.'s plan?

Central Financial Management Inc.'s plan reported $682K in assets and 3 participants for 2024.

Original filing (PDF)20251015171831NAL0002805267001

Central Financial Management Inc.

Name: Central Financial Management Inc. — Central Financia, Form 5500 (2024)
Creator: Central Financial Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Central Financial Management Inc. 401(k) Plan

401(k) retirement plan · Central Financial Management Inc.'s Central Financial Management Inc. 401(k) Plan held $682K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$682K

Net assets (EOY)

$682K

Plan identifiers

Central Financial Management Inc.'s EIN is 94-3186372.

EIN 94-3186372

Plan number 001

Plan year 2024

ACK ID 20251015171831NAL0002805267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Central Financial Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Central Financial Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

CENTRAL FINANCIAL MANAGEMENT INC.

EIN

all filings

Address

456 MONTGOMERY STREET · SUITE 180 · SAN FRANCISCO, CA · 94104

Phone

(415) 290-1021

Industry

Real Estate

Plan administrator