· 2022–2024 · DOL EFAST2

Cardinal Strategies, LLC — Cardinal Strategies, LLC, Form 5500 (2024)

Original filing (PDF)20251003155431NAL0002600400001

Cardinal Strategies, LLC

Form 5500-SF

FILING_RECEIVED

Cardinal Strategies, LLC 401(k) Plan

401(k) retirement plan · Cardinal Strategies, LLC's Cardinal Strategies, LLC 401(k) Plan held $2.3M in plan assets for 45 participants in 2024.

Active participants

45

Accounts w/ balance

32

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

Above-average plan

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

33

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

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 CARDINAL STRATEGIES, LLC.

Plan sponsor

Name

CARDINAL STRATEGIES, LLC

EIN

Address

2770 CAPITAL STREET · WYLIE, TX · 75098

Phone

(469) 547-1281

Industry

Construction

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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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