How big is Brian M. Caubarreaux & Associates, APLC's plan?

Brian M. Caubarreaux & Associates, APLC's plan reported $4.7M in assets and 19 participants for 2024.

Original filing (PDF)20250616172316NAL0001192161001

Brian M. Caubarreaux & Associates, APLC

Name: Brian M. Caubarreaux & Associates, APLC — Form 5500 Plan 002 (2024)
Creator: Brian M. Caubarreaux & Associates, APLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian M. Caubarreaux & Associates, APLC Profit Sharing 401(k) Plan

401(k) retirement plan · Brian M. Caubarreaux & Associates, APLC's Brian M. Caubarreaux & Associates, APLC Profit Sharing 401(k) Plan held $4.7M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

Brian M. Caubarreaux & Associates, APLC's EIN is 36-4496523.

EIN 36-4496523

Plan number 002

Plan year 2024

ACK ID 20250616172316NAL0001192161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brian M. Caubarreaux & Associates, APLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brian M. Caubarreaux & Associates, APLC'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 BRIAN M. CAUBARREAUX & ASSOCIATES, APLC.

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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