How big is Cabrera and Associates, Inc.'s plan?

Cabrera and Associates, Inc.'s plan reported $3.4M in assets and 4 participants for 2024.

Original filing (PDF)20251023125031NAL0003843232001

Cabrera and Associates, Inc.

Name: Cabrera and Associates, Inc. — Cabrera and, Form 5500 (2024)
Creator: Cabrera and Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cabrera and Associates, Inc. 401(k) Plan

401(k) retirement plan · Cabrera and Associates, Inc.'s Cabrera and Associates, Inc. 401(k) Plan held $3.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Cabrera and Associates, Inc.'s EIN is 33-0767706.

EIN 33-0767706

Plan number 002

Plan year 2024

ACK ID 20251023125031NAL0003843232001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cabrera and Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cabrera and Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CABRERA AND ASSOCIATES, INC..

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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