401(k) · DOL Form 5500 · 2023
Client Financial Services of Michigan, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 125
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $14,290
- Avg per participant Low balance/head
Official DOL plan name: Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan · Sponsored by Client Financial Services of Michigan, LLC · Michigan · Administrative & Support Services
$2M in assets, 125 participants
Client Financial Services of Michigan, LLC's Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan reported $2M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 29th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,313 in Administrative & Support Services (4,372 peers)
Coverage in Michigan
Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan covers 125 participants in Michigan, about 20% of the average Michigan filer (state average ~638 per filing). Assets: $2M.
- #2,313
- in Administrative & Support Services (4,372 peers)
- +34.6%
- assets growth YoY
Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets
Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,786,209 29th percentile higher than 29% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan reported net income rose from -$308K in the plan year 2022 filing to $459K in the plan year 2023 filing.
- Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan reported participants rose from 118 in the plan year 2022 filing to 125 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 371517313 · Client Financial Services of Michigan, LLC PY 2023 · 401(k)
Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan · $2M · 125 · 29th
- IND $2M
- EOY 125
- 5500 29th
- ASSETS 401(k)
- PCT near The Davis Robinson Group Inc. 401(k) Plan
- EIN ind #2313
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Administrative & Support Services retirement plans → · Plans in Michigan →
Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $459K |
| Employer EIN | 371517313 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Client Financial Services of Michigan, LLC)
Sponsor-wide plan assets over time
All Client Financial Services of Michigan, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 61.654053182358346% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $1M |
| 2023 | 1 | 125 | $2M |
| 2024 | 1 | 127 | $2M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is The Davis Robinson Group Inc. 401(k) Plan in TN ($2M); by covered participants it is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.
- R. C. Construction Co., Inc. 401(k) Salary Savings Plan (MS) 125 · 0 off
- The Dotson Company, Inc. 401(k) Retirement Plan (MN) 125 · 0 off
- The Contractors Retirement Plan (MD) 125 · 0 off
- Cwie Holding Company, Inc. 401(k) Plan (AZ) 125 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.