Original filing (PDF)20250509102952NAL0019855152001

CAG TAMPA LLC

Name: CAG TAMPA LLC — WILLIAM JAMES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAG TAMPA LLC

Form 5500-SF

FILING_RECEIVED

WILLIAM JAMES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

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).

Decision-maker contacts

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

Plan sponsor

Name

CAG TAMPA LLC

EIN

26-2523126all filings

Address

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

Phone

(813) 254-1070

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