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

> Cfs Management, LLC's 401(k) plan: 963 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cfs Management, LLC

- **Sponsor EIN:** 834228141

- **Sponsor Address:** 1360 E. VENICE AVENUE, VENICE, FL, 34285

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

- **Total Participants:** 963

- **Total Assets:** $39.9M

## 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|963|$39.9M|$1.8M|$3.7M|

| 2023|928|$34.7M|$1.8M|$3.7M|

| 2022|1,100|$26.7M|$1.7M|$3.5M|

## 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|

| ASSURANCE DIMENSIONS|Auditor|$17,255|—|$17,255|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,255

- **Estimated Expense Ratio:** 0.043% of plan assets

### 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|$189,710|$80,068|$59,466|$17,255|—|

| 2023|$131,594|—|—|—|—|

| 2022|$94,995|—|—|—|$82,956|

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