How big is Caerus Discovery LLC's plan?

Caerus Discovery LLC's plan reported $52K in assets and 2 participants for 2024.

Original filing (PDF)20251009154846NAL0007238865001

Caerus Discovery LLC

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

Form 5500-SF

FILING_RECEIVED

Caerus Discovery LLC 401(k) Plan

401(k) retirement plan · Caerus Discovery LLC's Caerus Discovery LLC 401(k) Plan held $52K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

People on this filing

Richard Tatum signed Caerus Discovery LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Caerus Discovery LLC's EIN is 27-4218258.

EIN 27-4218258

Plan number 001

Plan year 2024

ACK ID 20251009154846NAL0007238865001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caerus Discovery LLC'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 CAERUS DISCOVERY 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