Susan Person signed Cavallo Point LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cavallo Point LLC's EIN is 20-8560120.
Download the official 2024 Form 5500 (PDF) for Cavallo Point LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cavallo Point LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | — | PHOENIX, AZ | ADVISOR | $8K | — |
| LEVELIZED COMPENSATION ADVISOR | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.9M | 73.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $974K | 24.5% | |
| [Assets held in participant loans] | Other | — | — | $88K | 2.2% |
| — |
| INVESTMENT ADVISORY |
| $5K |
| — |
