How big is CAG Tampa LLC's plan?

CAG Tampa LLC's plan reported $62K in assets and 1 participants for 2024.

Original filing (PDF)20250509102952NAL0019855152001

CAG Tampa LLC

Name: CAG Tampa LLC — William James Profit Sharing Plan, Form 5500 (2024)
Creator: CAG Tampa LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William James Profit Sharing Plan

Defined-contribution retirement plan · CAG Tampa LLC's William James Profit Sharing Plan held $62K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

People on this filing

Westley James signed CAG Tampa LLC's 2024 Form 5500 as plan administrator.

Westley James — 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

CAG Tampa LLC's EIN is 26-2523126.

EIN 26-2523126

Plan number 001

Plan year 2024

ACK ID 20250509102952NAL0019855152001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CAG Tampa LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAG TAMPA 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 (96th percentile).

Plan sponsor

Name

CAG TAMPA LLC

EIN

all filings

Address

442 W KENNEDY BLVD STE 380 · TAMPA, FL · 336061495

Phone

(813) 254-1070

Industry

Finance & Insurance

Plan administrator