· 2022–2024 · DOL EFAST2

CJA & Associates, Inc. — CJA & Associates, Inc., Form 5500 (2024)

Original filing (PDF)20250730215725NAL0007431296001

CJA & Associates, Inc.

Form 5500-SF

FILING_RECEIVED

CJA & Associates, Inc. 401(k) Plan

401(k) retirement plan · CJA & Associates, Inc.'s CJA & Associates, Inc. 401(k) Plan held $5.3M in plan assets for 31 participants in 2024.

Active participants

31

Accounts w/ balance

40

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

71

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CJA & ASSOCIATES, INC..

Plan sponsor

Name

CJA & ASSOCIATES, INC.

EIN

13-3613043all filings

Address

27200 RIVERVIEW CENTER BLVD · #311 · BONITA SPRINGS, FL · 34134

Phone

(239) 298-8210

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

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 providers

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