How big is Cauble & Harre Wealth Management's plan?

Cauble & Harre Wealth Management's plan reported $749K in assets and 3 participants for 2024.

Original filing (PDF)20250723132750NAL0005440768001

Cauble & Harre Wealth Management

Name: Cauble & Harre Wealth Management — Cauble & Harre, Form 5500 (2024)
Creator: Cauble & Harre Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cauble & Harre Wealth Management 401(k) PSP

401(k) retirement plan · Cauble & Harre Wealth Management's Cauble & Harre Wealth Management 401(k) PSP held $749K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$749K

Net assets (EOY)

$749K

People on this filing

Peter B Harre signed Cauble & Harre Wealth Management's 2024 Form 5500 as plan administrator.

Peter B Harre — 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

Cauble & Harre Wealth Management's EIN is 20-8686246.

EIN 20-8686246

Plan number 001

Plan year 2024

ACK ID 20250723132750NAL0005440768001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cauble & Harre Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cauble & Harre Wealth Management'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 CAUBLE & HARRE WEALTH MANAGEMENT.

Finding similar companies…

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