Original filing (PDF)20250630114621NAL0028713090001

CFA SOCIETY OF LOS ANGELES, INC.

Name: CFA SOCIETY OF LOS ANGELES, INC. — CFA SOCIETY OF LOS ANGELES, INC. RETIREMENT TRUST, Form 5500 (2024)
Creator: CFA SOCIETY OF LOS ANGELES, INC.

Form 5500-SF

FILING_RECEIVED

CFA SOCIETY OF LOS ANGELES, INC. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$460K

Net assets (EOY)

$460K

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 (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CFA SOCIETY OF LOS ANGELES, INC..

Plan sponsor

Name

CFA SOCIETY OF LOS ANGELES, INC.

EIN

95-6069970

Address

13400 RIVERSIDE DR · STE 215 · SHERMAN OAKS, CA · 91423

Phone

(213) 613-1503

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