How big is Caffelli's plan?

Caffelli's plan reported $1.4M in assets and 15 participants for 2024.

Original filing (PDF)20250630112821NAL0027383730001

Caffelli

Name: Caffelli — Caffelli Retirement Trust, Form 5500 (2024)
Creator: Caffelli
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caffelli Retirement Trust

401(k) retirement plan · Caffelli's Caffelli Retirement Trust held $1.4M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Marcelo Anteparra signed Caffelli's 2024 Form 5500 as plan administrator.

Marcelo Anteparra — 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

Caffelli's EIN is 27-4045560.

EIN 27-4045560

Plan number 001

Plan year 2024

ACK ID 20250630112821NAL0027383730001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caffelli's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

CAFFELLI

EIN

all filings

Address

1231 NW HOYT STREET · 101 · PORTLAND, OR · 97209

Phone

(503) 914-6010

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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