Filings through .
CFM Advisors
Matched across 5 name variants in the filings
CFM Advisors summary
CFM Advisors appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.0B in assets for 887,122 participants. The median client plan holds $18.7M. Most client plans are sponsored in CA, NY and AR. The largest clients by plan assets are Paychex Retirement LLC, GPS Trackit Holdings LLC and Dallas Renal Group PA. Plans reported $144K in direct and indirect compensation paid to CFM Advisors. The median is $7K per plan.
- Participants
- 887,122
- Median plan assets
- $18.7M
- Median plan participants
- 212
- Median fees per plan
- $7K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Paychex Retirement LLC | NY | $2.8B | 759,234 |
| GPS Trackit Holdings LLC | GA | $40.3M | 450 |
| Dallas Renal Group PA | TX | $24.3M | 122 |
| RMS Lifeline Inc | UT | $23.9M | 486 |
| Pancreatic Cancer Action Network | CA | $23.6M | 209 |
| Eurark LLC | AR | $20.9M | 177 |
| Positive Promotions, Inc. | NY | $18.7M | 955 |
| Spokeo Inc | CA | $18.7M | 212 |
| Quality Hearing Instruments LL | NY | $17.8M | 1,214 |
| Source 4 Solutions LLC | TN | $14.7M | 123,159 |
| CPT Network Solutions Inc | IL | $12.3M | 135 |
| Barrington Media Group LLC | CT | $11.2M | 201 |
| Mother LLC | CA | $9.0M | 191 |
| Ridg-U-Rak Inc | PA | $9.0M | 247 |
| Kennewick Industrial & Electri | WA | $5.3M | 130 |
- NYParticipants 759,234
- GPS Trackit Holdings LLC$40.3MGAParticipants 450
- Dallas Renal Group PA$24.3MTXParticipants 122
- RMS Lifeline Inc$23.9MUTParticipants 486
- CAParticipants 209
- Eurark LLC$20.9MARParticipants 177
- NYParticipants 955
- Spokeo Inc$18.7MCAParticipants 212
- NYParticipants 1,214
- Source 4 Solutions LLC$14.7MTNParticipants 123,159
- ILParticipants 135
- CTParticipants 201
- Mother LLC$9.0MCAParticipants 191
- Ridg-U-Rak Inc$9.0MPAParticipants 247
- WAParticipants 130
Top client states
- CA3 plans
- NY3 plans
- AR1 plan
- CT1 plan
- GA1 plan
Frequently asked questions
- Who uses CFM Advisors?
- 15 retirement plans list CFM Advisors as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Paychex Retirement LLC, GPS Trackit Holdings LLC, Dallas Renal Group PA, RMS Lifeline Inc and Pancreatic Cancer Action Network. Most client plans are sponsored in CA, NY and AR.
- How many plans does CFM Advisors serve?
- CFM Advisors serves 15 retirement plans with $3.0B in plan assets and 887,122 participants, based on the latest Form 5500 filings through 2024.
- What does CFM Advisors charge?
- Plans reported $144K in total Schedule C compensation paid to CFM Advisors. The median plan paid $7K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served15+12 YoYRank #2009 of mapped providers
Assets under administration$3.0B0.0%Rank #8649 by share of filed assets
Fees received$144,209Median $6,634/planSum across Schedule C direct + indirect
Net wins YoY+33 won - 0 lostPlan-level switch detection
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