How big is Cardiff Park Advisors' plan?

Cardiff Park Advisors' plan reported $179K in assets and 4 participants for 2024.

Original filing (PDF)20251014142747NAL0003017953001

Cardiff Park Advisors

Name: Cardiff Park Advisors — Cardiff Park Advisors Profit, Form 5500 (2024)
Creator: Cardiff Park Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cardiff Park Advisors Profit Sharing Plan & Trust

401(k) retirement plan · Cardiff Park Advisors' Cardiff Park Advisors Profit Sharing Plan & Trust held $179K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

Plan identifiers

Cardiff Park Advisors' EIN is 20-4244162.

EIN 20-4244162

Plan number 002

Plan year 2024

ACK ID 20251014142747NAL0003017953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cardiff Park Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cardiff Park Advisors' plan includes profit-sharing, 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 CARDIFF PARK ADVISORS.

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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