How big is CANO Wealth Strategies, LLC's plan?

CANO Wealth Strategies, LLC's plan reported $422K in assets and 2 participants for 2024.

Original filing (PDF)20250501120510NAL0003166465001

CANO Wealth Strategies, LLC

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

Form 5500-SF

FILING_RECEIVED

CANO Wealth Strategies 401(k) Plan

401(k) retirement plan · CANO Wealth Strategies, LLC's CANO Wealth Strategies 401(k) Plan held $422K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$422K

Net assets (EOY)

$422K

People on this filing

Michael CANO signed CANO Wealth Strategies, LLC's 2024 Form 5500 as plan administrator.

Michael CANO — Plan Administrator — Form 5500 signer
Katie CANO — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

CANO Wealth Strategies, LLC's EIN is 20-5976712.

EIN 20-5976712

Plan number 001

Plan year 2024

ACK ID 20250501120510NAL0003166465001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CANO WEALTH STRATEGIES, 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