How big is Caballero & Associates' plan?

Caballero & Associates' plan reported $301K in assets and 9 participants for 2025.

Original filing (PDF)20260522181056NAL0007464322001

Caballero & Associates

Name: Caballero & Associates — Caballero & Associates, Form 5500 (2025)
Creator: Caballero & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caballero & Associates 401(k) Plan MGD

401(k) retirement plan · Caballero & Associates' Caballero & Associates 401(k) Plan MGD held $301K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$301K

Net assets (EOY)

$301K

People on this filing

Alvin Caballero signed Caballero & Associates' 2025 Form 5500 as plan administrator.

Alvin Caballero — 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

Caballero & Associates' EIN is 46-1651301.

EIN 46-1651301

Plan number 001

Plan year 2025

ACK ID 20260522181056NAL0007464322001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Caballero & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Caballero & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CABALLERO & ASSOCIATES.

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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