How big is Canterbury Consulting Incorporated's plan?

Canterbury Consulting Incorporated's plan reported $49.3M in assets and 69 participants for 2024.

Original filing (PDF)20251013185211NAL0003888914001

Canterbury Consulting Incorporated

Name: Canterbury Consulting Incorporated — Canterbury, Form 5500 (2024)
Creator: Canterbury Consulting Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Canterbury Consulting Incorporated Employees' Retirement Plan

401(k) retirement plan · Canterbury Consulting Incorporated's Canterbury Consulting Incorporated Employees' Retirement Plan held $49.3M in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49.3M

Net assets (EOY)

$49.3M

Plan identifiers

Canterbury Consulting Incorporated's EIN is 33-0307982.

EIN 33-0307982

Plan number 001

Plan year 2024

ACK ID 20251013185211NAL0003888914001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Canterbury Consulting Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CANTERBURY CONSULTING INCORPORATED.

Finding similar companies…

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