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Sponsor portfolio

CFG, LLC

EIN 37-1834612-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
30
9340 PRIORITY WAY WEST DRIVE - INDIANAPOLIS, IN 46240317-814-7811
Plans on this EIN
2 filings
#001401k-$2.9M - 20 part#002CashBalance-$2.7M - 10 part

Retirement portfolio analytics

2 plans aggregated / $5.7M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CFG, LLC 401(K) (#001)52%
  • CASH BALANCE PLAN (#002)48%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CFG, LLC 401(K) (#001)20
  • CASH BALANCE PLAN (#002)10
Total 30Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CFG, LLC 401(K) PLAN

401k

Assets$2.9M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CFG, LLC CASH BALANCE PLAN

CashBalance

Assets$2.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CFG, LLC 401(K) PLAN401k$2.9M202024
002CFG, LLC CASH BALANCE PLANCashBalance$2.7M102024
Retirement plans
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