DOL Form 5500 · 2024 Plan Year

CORPORATE FINANCE GROUP, INC.

CFGI 401(K) PLAN

Defined ContributionMA
$104.6M
Plan Assets
1,197
Participants
2024
Plan Year
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Plan Details

Plan Name
CFGI 401(K) PLAN
Sponsor
CORPORATE FINANCE GROUP, INC.
Sponsor EIN
043545708
Plan Number
001
Location
BOSTON, MA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$104.6M
Participants
1,197
Filing Received
October 15, 2025
Plan Year
2024

About this Plan

CFGI 401(K) PLAN is a defined contribution retirement plan sponsored by CORPORATE FINANCE GROUP, INC., headquartered in BOSTON, MA, holding approximately $104.6M in plan assets on behalf of 1,197 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).