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Original filing (PDF)20250320150414NAL0003538419001
C.A.I., INC,
Form 5500-SF
FILING_RECEIVED
C.A.I., INC. PENSION PLAN AND TRUST
Defined-contribution retirement plan
Active participants
56
Accounts w/ balance
67
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C.A.I., INC,.
Plan sponsor
Name
C.A.I., INC,
EIN
04-2890488
Address
7 MARTEL WAY · GEORGETOWN, MA · 018332224
Phone
(978) 352-4510
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-20
Pension benefit codes
2C · Money purchase (other than target benefit)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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