How big is Competitive Analytics, LLC's plan?

Competitive Analytics, LLC's plan reported $609K in assets and 4 participants for 2024.

Original filing (PDF)20251006151636NAL0003701985001

Competitive Analytics, LLC

Name: Competitive Analytics, LLC — Competitive Analytics, Form 5500 (2024)
Creator: Competitive Analytics, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Competitive Analytics, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Competitive Analytics, LLC's Competitive Analytics, LLC 401(k) Profit Sharing Plan held $609K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$609K

Net assets (EOY)

$609K

Plan identifiers

Competitive Analytics, LLC's EIN is 33-1141709.

EIN 33-1141709

Plan number 001

Plan year 2024

ACK ID 20251006151636NAL0003701985001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Competitive Analytics, LLC'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.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

COMPETITIVE ANALYTICS, LLC

EIN

all filings

Address

620 NEWPORT CENTER DRIVE,SUITE 1100 · NEWPORT BEACH, CA · 92660

Phone

(714) 545-2555

Industry

Professional & Technical Services

Plan administrator