· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAYMUS EQUITY PARTNERS LLC — CAYMUS EQUITY PARTNERS LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250606131329NAL0009969075001
CAYMUS EQUITY PARTNERS LLC
Form 5500-SF
FILING_RECEIVED
CAYMUS EQUITY PARTNERS LLC 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAYMUS EQUITY PARTNERS LLC
.
Find decision makers
Plan sponsor
Name
CAYMUS EQUITY PARTNERS LLC
EIN
37-1457751
Address
2727 PACES FERRY ROAD SE, BUIL · SUITE 1-1650 · ATLANTA, GA · 30339
Phone
(404) 995-8302
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
RANDY SHEPARD & ASSOCIATES, INC.
RANDY SHEPARD & ASSOCIATES, INC. 401(K) RETIREMENT PLAN
$4.0M · 9 participants
HADDINGTON VENTURES, L.L.C.
HADDINGTON VENTURES 401(K) PLAN
$4.0M · 9 participants
ALTIRA GROUP LLC
ALTIRA GROUP LLC RETIREMENT SAVINGS PLAN
$4.1M · 4 participants
XCEL BRANDS, INC.
XCEL BRANDS, INC. 401(K) SAVINGS PLAN
$3.8M · 23 participants
MISSION INCREASE FOUNDATION
MISSION INCREASE FOUNDATION 401(K) PLAN
$3.8M · 47 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MONTANA COMMUNITY DEVELOPMENT CORPORATION
MONTANA COMMUNITY DEVELOPMENT CORPORATION 401(K) PLAN
$4.1M · 34 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
