How big is Cardinal Investment Advisors, LLC.'s plan?

Cardinal Investment Advisors, LLC.'s plan reported $35.3M in assets and 44 participants for 2024.

Original filing (PDF)20250423113744NAL0003793971001

Cardinal Investment Advisors, LLC.

Name: Cardinal Investment Advisors, LLC. — CIA 401(k), Form 5500 (2024)
Creator: Cardinal Investment Advisors, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CIA 401(k) Profit Sharing Plan

401(k) retirement plan · Cardinal Investment Advisors, LLC.'s CIA 401(k) Profit Sharing Plan held $35.3M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35.3M

Net assets (EOY)

$35.3M

People on this filing

Stephanie Hebron signed Cardinal Investment Advisors, LLC.'s 2024 Form 5500 as plan administrator.

Stephanie Hebron — 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

Cardinal Investment Advisors, LLC.'s EIN is 36-4464580.

EIN 36-4464580

Plan number 001

Plan year 2024

ACK ID 20250423113744NAL0003793971001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cardinal Investment Advisors, LLC.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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