How big is Cafritz Interests, LLC's plan?

Cafritz Interests, LLC's plan reported $866K in assets and 5 participants for 2024.

Original filing (PDF)20250724115401NAL0002622835001

Cafritz Interests, LLC

Name: Cafritz Interests, LLC — Cafritz Interests, LLC, Form 5500 (2024)
Creator: Cafritz Interests, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cafritz Interests, LLC 401(k) Plan

401(k) retirement plan · Cafritz Interests, LLC's Cafritz Interests, LLC 401(k) Plan held $866K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$866K

Net assets (EOY)

$866K

People on this filing

IVY Yates signed Cafritz Interests, LLC's 2024 Form 5500 as plan administrator.

IVY Yates — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cafritz Interests, LLC's EIN is 20-3843827.

EIN 20-3843827

Plan number 001

Plan year 2024

ACK ID 20250724115401NAL0002622835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cafritz Interests, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cafritz Interests, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAFRITZ INTERESTS, LLC.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

CAFRITZ INTERESTS, LLC

EIN

all filings

Address

PO BOX 21 · GARRETT PARK, MD · 208960021

Phone

(202) 331-3800

Industry

Accommodation & Food Services

Plan administrator