# Cfi Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/cfi-management-llc-401k-plan

> Cfi Management LLC's 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cfi Management LLC

- **Sponsor EIN:** 873075812

- **Sponsor Address:** 50 SCHILLING ROAD, HUNT VALLEY, MD, 21031

- **Plan Type:** 401(k)

- **Total Participants:** 9

- **Total Assets:** $5.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|9|$5.6M|$0|$95,677|

| 2023|19|$7.0M|$0|$152,360|

| 2022|19|$6.0M|$16,707|$202,923|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ROSEN, SAPPERSTEIN & FRIEDLANDER|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,397,987|—|$20,649|—|—|

| 2023|$237,868|—|$28,926|—|—|

| 2022|$57,307|—|—|—|—|

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