CFG INVESTMENTS, INC. 401(K) TAX SHELTERED SAVINGS PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
11
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score
87
/ 100
Grade A
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
55
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CFG INVESTMENTS, INC..
Plan sponsor
Name
CFG INVESTMENTS, INC.
EIN
95-3413371
Address
17220 NEWHOPE STREET · UNIT 224 · FOUNTAIN VALLEY, CA · 92708
