How big is Cauble & Whittington LLP's plan?

Cauble & Whittington LLP's plan reported $475K in assets and 10 participants for 2024.

Original filing (PDF)20251008162627NAL0003147907001

Cauble & Whittington LLP

Name: Cauble & Whittington LLP — Cauble & Whittington LLP, Form 5500 (2024)
Creator: Cauble & Whittington LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cauble & Whittington LLP 401(k) Plan

401(k) retirement plan · Cauble & Whittington LLP's Cauble & Whittington LLP 401(k) Plan held $475K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$475K

Net assets (EOY)

$475K

Plan identifiers

Cauble & Whittington LLP's EIN is 27-2035569.

EIN 27-2035569

Plan number 001

Plan year 2024

ACK ID 20251008162627NAL0003147907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cauble & Whittington LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cauble & Whittington LLP'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 CAUBLE & WHITTINGTON LLP.

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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 (89th percentile).

Plan sponsor

Name

CAUBLE & WHITTINGTON LLP

EIN

all filings

Address

PO BOX 398 · GRANTS PASS, OR · 97526

Phone

(541) 476-8825

Industry

Law Offices· Professional & Technical Services

Plan administrator