Original filing (PDF)20250819092239NAL0003812098001

ERVANIAN & CACCIATORE, LLP

Name: ERVANIAN & CACCIATORE, LLP — ERVANIAN & CACCIATORE, LLP 401(K) PLAN, Form 5500 (2024)
Creator: ERVANIAN & CACCIATORE, LLP

Form 5500-SF

FILING_RECEIVED

ERVANIAN & CACCIATORE, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$521K

Net assets (EOY)

$521K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERVANIAN & CACCIATORE, LLP.

Plan sponsor

Name

ERVANIAN & CACCIATORE, LLP

EIN

26-2572021all filings

Address

317 SIXTH AVENUE · SUITE 900 · DES MOINES, IA · 50309

Phone

(515) 244-9400

Industry