What public Form 5500 filings show about the Cavanaugh Financial Advisors Inc. 401(k) plan — and how to find and check your own account.
Cavanaugh Financial Advisors Inc. (EIN 45-5453541) reports CAVANAUGH FINANCIAL ADVISORS INC on its most recent Form 5500, with $567K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Cavanaugh Financial Advisors Inc. filing — schedules, fees, and providers.
Cavanaugh Financial Advisors Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Cavanaugh Financial Advisors Inc.HR for the recordkeeper’s name and login.
