How big is CBA Associates LLC's plan?

CBA Associates LLC's plan reported $121K in assets and 2 participants for 2024.

Original filing (PDF)20251007110332NAL0011113522001

CBA Associates LLC

Name: CBA Associates LLC — CBA Associates LLC 401(k), Form 5500 (2024)
Creator: CBA Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CBA Associates LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · CBA Associates LLC's CBA Associates LLC 401(k) Profit Sharing Plan & Trust held $121K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$121K

Net assets (EOY)

$121K

People on this filing

JEAN A. Clarke signed CBA Associates LLC's 2024 Form 5500 as plan administrator.

JEAN A. Clarke — 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

CBA Associates LLC's EIN is 20-8243546.

EIN 20-8243546

Plan number 001

Plan year 2024

ACK ID 20251007110332NAL0011113522001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

CBA ASSOCIATES LLC

EIN

all filings

Address

601 LAKE DORA DR · TAVARES, FL · 327783335

Phone

(352) 508-5733

Industry

Construction

Plan administrator