Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$5,590,688
2024 Contributions
$95,677
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $5,590,688 | $95,677 | $10,631iApproximate average salary by contribution assumption: employee only about $265,769 at 4% or $177,180 at 6%; with 50% employer match about $177,180 at 4% or $118,120 at 6%; with 100% employer match about $132,885 at 4% or $88,590 at 6%. |
| Cfi Management LLC | - | 9 | $5,590,688 | $95,677 | $10,631iApproximate average salary by contribution assumption: employee only about $265,769 at 4% or $177,180 at 6%; with 50% employer match about $177,180 at 4% or $118,120 at 6%; with 100% employer match about $132,885 at 4% or $88,590 at 6%. |
| 2023 | 1 | 19 | $6,995,308 | $152,360 | $8,019iApproximate average salary by contribution assumption: employee only about $200,474 at 4% or $133,649 at 6%; with 50% employer match about $133,649 at 4% or $89,099 at 6%; with 100% employer match about $100,237 at 4% or $66,825 at 6%. |
| Cfi Management LLC | - | 19 | $6,995,308 | $152,360 | $8,019iApproximate average salary by contribution assumption: employee only about $200,474 at 4% or $133,649 at 6%; with 50% employer match about $133,649 at 4% or $89,099 at 6%; with 100% employer match about $100,237 at 4% or $66,825 at 6%. |
| 2022 | 1 | 19 | $5,984,163 | $219,630 | $11,559iApproximate average salary by contribution assumption: employee only about $288,987 at 4% or $192,658 at 6%; with 50% employer match about $192,658 at 4% or $128,439 at 6%; with 100% employer match about $144,493 at 4% or $96,329 at 6%. |
| Cfi Management LLC | - | 19 | $5,984,163 | $219,630 | $11,559iApproximate average salary by contribution assumption: employee only about $288,987 at 4% or $192,658 at 6%; with 50% employer match about $192,658 at 4% or $128,439 at 6%; with 100% employer match about $144,493 at 4% or $96,329 at 6%. |