How big is Janice Caudill PHD CSAT PLLC's plan?

Janice Caudill PHD CSAT PLLC's plan reported $313K in assets and 2 participants for 2024.

Original filing (PDF)20250530190125NAL0015846080001

Janice Caudill PHD CSAT PLLC

Name: Janice Caudill PHD CSAT PLLC — Janice Caudill PHD, Form 5500 (2024)
Creator: Janice Caudill PHD CSAT PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Janice Caudill PHD CSAT PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Janice Caudill PHD CSAT PLLC's Janice Caudill PHD CSAT PLLC 401(k) Profit Sharing Plan & Trust held $313K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$313K

Net assets (EOY)

$313K

People on this filing

Janice Melester signed Janice Caudill PHD CSAT PLLC's 2024 Form 5500 as plan administrator.

Janice Melester — 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

Janice Caudill PHD CSAT PLLC's EIN is 27-1202736.

EIN 27-1202736

Plan number 001

Plan year 2024

ACK ID 20250530190125NAL0015846080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Janice Caudill PHD CSAT PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Janice Caudill PHD CSAT PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JANICE CAUDILL PHD CSAT PLLC.

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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