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  2. CFO'S DOMAIN, LLC
Sponsor portfolio

CFO'S DOMAIN, LLC

EIN 83-4654557-staffing and recruiting-Latest filing 2025
Plans
3
Retirement
3
$2.4M assets
Welfare
0
Participants
63
1014 S WESTLAKE BLVD, STE 14-407 - WESTLAKE VILLAGE, CA 91361818-827-7805cfosdomain.comLinkedIn11-50 employeesstaffing and recruiting
Plans on this EIN
3 filings
#002CashBalance-$993K - 12 part#001401k-$739K - 42 part#003ProfitSharing-$704K - 9 part

Retirement portfolio analytics

3 plans aggregated / $2.4M assets / 63 participants

Assets by plan

Share of aggregate retirement assets

41%top
  • CASH BALANCE PLAN (#002)41%
  • CFO'S DOMAIN 401(K) (#001)30%
  • PROFIT SHARING PLAN (#003)29%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CFO'S DOMAIN 401(K) (#001)42
  • CASH BALANCE PLAN (#002)12
  • PROFIT SHARING PLAN (#003)9
Total 63Click 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#002

CFO'S DOMAIN, LLC CASH BALANCE PLAN

CashBalance

Assets$993K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CFO'S DOMAIN 401(K) PLAN

401k

Assets$739K
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CFO'S DOMAIN, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$704K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002CFO'S DOMAIN, LLC CASH BALANCE PLANCashBalance$993K122024
001CFO'S DOMAIN 401(K) PLAN401k$739K422025
003CFO'S DOMAIN, LLC PROFIT SHARING PLANProfitSharing$704K92025
Retirement plans
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