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Original filing (PDF)20251013110251NAL0001163841001

CARDINAL HOME BUYERS, LLC

Form 5500-SF
FILING_RECEIVED
CCS 401K PSP
401(k) retirement plan
Active participants
2
Accounts w/ balance
5
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARDINAL HOME BUYERS, LLC.
Plan sponsor
Name
CARDINAL HOME BUYERS, LLC
DBA
CARDINAL CAPITAL SOLUTIONS
EIN
46-0697928
Address
8925 N MERIDIAN ST STE 150 · INDIANAPOLIS, IN · 462605363
Phone
(317) 716-4044
Industry
Finance & Insurancesee all
Plan administrator
Name
ABILITY FIRST FINANCIAL, LLC
EIN
83-2814056
City
PHOENIX, AZ
Phone
(480) 331-3081
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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