How big is Kelley Cawthorne's plan?

Kelley Cawthorne's plan reported $7.1M in assets and 24 participants for 2024.

Original filing (PDF)20250904130605NAL0009741027001

Kelley Cawthorne

Name: Kelley Cawthorne — Kelley Cawthorne 401(k)Retirement, Form 5500 (2024)
Creator: Kelley Cawthorne
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelley Cawthorne 401(k)Retirement Plan

401(k) retirement plan · Kelley Cawthorne's Kelley Cawthorne 401(k)Retirement Plan held $7.1M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Natasha Oxender Kimmerly signed Kelley Cawthorne's 2024 Form 5500 as plan administrator.

Natasha Oxender Kimmerly — 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

Kelley Cawthorne's EIN is 34-2028059.

EIN 34-2028059

Plan number 001

Plan year 2024

ACK ID 20250904130605NAL0009741027001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kelley Cawthorne'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 KELLEY CAWTHORNE.

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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