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FAMILY CFO, LLC

EIN 20-8891224-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
2
1050 E 2ND STREET STE 239 - EDMOND, OK 73034214-557-3825
Plans on this EIN
1 filing
#001401k-$1.3M - 2 part

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Retirement#001

FAMILY CFO, LLC 401(K) PLAN

401k

Assets$1.3M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FAMILY CFO, LLC 401(K) PLAN401k$1.3M22025
Retirement plans
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