How big is JEFF Cauley, LLC's plan?

JEFF Cauley, LLC's plan reported $4.3M in assets and 32 participants for 2024.

Original filing (PDF)20250512150154NAL0017278145001

JEFF Cauley, LLC

Name: JEFF Cauley, LLC — Cauley Ferrari 401(k) Plan, Form 5500 (2024)
Creator: JEFF Cauley, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cauley Ferrari 401(k) Plan

401(k) retirement plan · JEFF Cauley, LLC's Cauley Ferrari 401(k) Plan held $4.3M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

JEFF Cauley, LLC's EIN is 38-3449740.

EIN 38-3449740

Plan number 002

Plan year 2024

ACK ID 20250512150154NAL0017278145001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF Cauley, LLC'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 JEFF CAULEY, 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

Knocking points off