How big is Cadence Investment Group's plan?

Cadence Investment Group's plan reported $257K in assets and 3 participants for 2024.

Original filing (PDF)20251002135742NAL0000918112001

Cadence Investment Group

Name: Cadence Investment Group — Cadence Investment Group, Form 5500 (2024)
Creator: Cadence Investment Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cadence Investment Group Retirement Plan

401(k) retirement plan · Cadence Investment Group's Cadence Investment Group Retirement Plan held $257K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

Plan identifiers

Cadence Investment Group's EIN is 35-2662029.

EIN 35-2662029

Plan number 001

Plan year 2024

ACK ID 20251002135742NAL0000918112001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cadence Investment Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CADENCE INVESTMENT GROUP.

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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