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Sponsor portfolio

CFM DISTRIBUTORS, INC.

EIN 48-0734394-construction-Latest filing 2025
Plans
2
Retirement
2
$24.6M assets
Welfare
0
Participants
203
1104 UNION AVE - KANSAS CITY, MO 641011418816-842-5400cfmhvactoolbox.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$13.2M - 94 part#002ESOP-$11.4M - 109 part

Retirement portfolio analytics

2 plans aggregated / $24.6M assets / 203 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PROFIT SHARING PLAN (#001)54%
  • PLAN AND TRUST (#002)46%
Total $24.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)109
  • PROFIT SHARING PLAN (#001)94
Total 203Click 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

CFM DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$13.2M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CFM DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$11.4M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CFM DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN401k$13.2M942025
002CFM DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$11.4M1092025
Retirement plans
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