How big is CAVU Financial, LLC's plan?

CAVU Financial, LLC's plan reported $268K in assets and 2 participants for 2024.

Original filing (PDF)20250915142808NAL0000772211001

CAVU Financial, LLC

Name: CAVU Financial, LLC — CAVU Financial, LLC 401(k), Form 5500 (2024)
Creator: CAVU Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CAVU Financial, LLC 401(k) Plan

401(k) retirement plan · CAVU Financial, LLC's CAVU Financial, LLC 401(k) Plan held $268K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$268K

Net assets (EOY)

$268K

Plan identifiers

CAVU Financial, LLC's EIN is 27-3352462.

EIN 27-3352462

Plan number 001

Plan year 2024

ACK ID 20250915142808NAL0000772211001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CAVU Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CAVU Financial, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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