Cfgi, Llc 401(k) Plan: Login, Facts & Contact Information

Cfgi, Llc 401(k) Plan Facts

Plan name
CFGI 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CORPORATE FINANCE GROUP, INC.
Participants
1,197 (902 active employees)
Former employees with a balance
312
Plan assets
$104,596,271 at Dec 31, 2024
Average account balance
$89,475 across 1,169 accounts
Employer contributions
$3,455,876 in plan year 2024 (19% of all contributions)
Recordkeeper
Adp, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2005
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $17.8 million went into the plan in contributions, $3.46 million of it from the employer (19%).
  • $6.38 million was paid out to participants.
  • Investment and other income added $13.3 million.
  • Administrative expenses were $125,243, about $107 per account.

How the Cfgi, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019362$20.8 million$947,255$906,829
2020594$38.7 million$1.90 million$2.51 million
2021608$48.7 million—$6.67 million
2022941$53.7 million$4.21 million$2.87 million
20231,211$80.1 million$3.56 million$4.13 million
20241,197$104.6 million$3.46 million$6.38 million

Cfgi, Llc 401(k) Contact Information

Phone
857-869-4031
Mailing address
1 LINCOLN STREET FLOOR 30 SUITE 1301, BOSTON MA 02110
Plan sponsor
CORPORATE FINANCE GROUP, INC.
Employer identification number (EIN)
04-3545708
Plan number
001

Questions about the Cfgi, Llc 401(k)

Does Cfgi, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.46 million, 19% of all contributions.

Does the Cfgi, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Cfgi, Llc 401(k) plan?

1,197 participants at the start of plan year 2024, 902 of them active employees, and 312 former employees who still had money in the plan.

What is the average 401(k) balance at Cfgi, Llc?

About $89,475 per account: $104.6 million in plan assets across 1,169 accounts with a balance at the end of plan year 2024.

Who manages the Cfgi, Llc 401(k) accounts?

ADP Retirement Services (listed on the filing as ADP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Cfgi, Llc. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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