How big is CPR Wealth Advisors LLC's plan?

CPR Wealth Advisors LLC's plan reported $2.5M in assets and 8 participants for 2024.

Original filing (PDF)20250725075050NAL0014004498001

CPR Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

CPR Wealth Advisors LLC 401(k) P/S Plan

401(k) retirement plan · CPR Wealth Advisors LLC's CPR Wealth Advisors LLC 401(k) P/S Plan held $2.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

James W Caspers signed CPR Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

James W Caspers — 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

CPR Wealth Advisors LLC's EIN is 20-8782015.

EIN 20-8782015

Plan number 001

Plan year 2024

ACK ID 20250725075050NAL0014004498001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CPR Wealth Advisors LLC's plan includes automatic enrollment, 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 CPR WEALTH ADVISORS LLC.

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Plan health score

Above-average plan

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

Knocking points off