How big is CAVU Wealth Advisors LLC's plan?

CAVU Wealth Advisors LLC's plan reported $566K in assets and 2 participants for 2023.

Original filing (PDF)20240729100807NAL0019212001001

CAVU Wealth Advisors LLC

Name: CAVU Wealth Advisors LLC — CAVU Wealth Advisors, Form 5500 (2023)
Creator: CAVU Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CAVU Wealth Advisors 401(k) Plan

401(k) retirement plan · CAVU Wealth Advisors LLC's CAVU Wealth Advisors 401(k) Plan held $566K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$566K

Net assets (EOY)

$566K

Plan identifiers

CAVU Wealth Advisors LLC's EIN is 27-0856556.

EIN 27-0856556

Plan number 001

Plan year 2023

ACK ID 20240729100807NAL0019212001001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for CAVU Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

CAVU Wealth Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CAVU WEALTH ADVISORS LLC

EIN

all filings

Address

1220 OAKLAND BOULEVARD · SUITE 200 · WALNUT CREEK, CA · 94596

Phone

(925) 388-0372

Industry

Finance & Insurance

Plan administrator