Cfsc Shared Services Llc 401(k) Plan: Login, Facts & Contact Information

Cfsc Shared Services Llc 401(k) Plan Facts

Plan name
CFSC SHARED SERVICES, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CFSC SHARED SERVICES LLC
Participants
686 (393 active employees)
Former employees with a balance
274
Plan assets
$16,196,428 at Dec 31, 2024
Average account balance
$24,803 across 653 accounts
Employer contributions
$925,890 in plan year 2024 (37% of all contributions)
Recordkeeper
Standard Financial Group
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 2009
✓ 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 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.53 million went into the plan in contributions, $925,890 of it from the employer (37%).
  • $1.62 million was paid out to participants.
  • Investment and other income added $2.08 million.
  • Administrative expenses were $66,639, about $102 per account.

How the Cfsc Shared Services Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019419$7.16 million$284,837$642,899
2020454$8.64 million$317,745$538,488
2021462$10.5 million$308,478$781,403
2022537$8.85 million$324,966$1.19 million
2023604$13.3 million$798,983$744,102
2024686$16.2 million$925,890$1.62 million

Cfsc Shared Services Llc 401(k) Contact Information

Phone
704-943-9400
Mailing address
601 E 5TH SUITE 510, CHARLOTTE NC 28202
Plan sponsor
CFSC SHARED SERVICES LLC
Employer identification number (EIN)
26-3701552
Plan number
001

Questions about the Cfsc Shared Services Llc 401(k)

Does Cfsc Shared Services Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $925,890, 37% of all contributions.

Does the Cfsc Shared Services Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Cfsc Shared Services Llc 401(k) plan?

686 participants at the start of plan year 2024, 393 of them active employees, and 274 former employees who still had money in the plan.

What is the average 401(k) balance at Cfsc Shared Services Llc?

About $24,803 per account: $16.2 million in plan assets across 653 accounts with a balance at the end of plan year 2024.

Who manages the Cfsc Shared Services Llc 401(k) accounts?

STANDARD FINANCIAL GROUP is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Cfsc Shared Services Llc. How do I access my 401(k)?

Your account stays with STANDARD FINANCIAL GROUP 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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