How big is Caerus Investment Advisors, LLC's plan?

Caerus Investment Advisors, LLC's plan reported $723K in assets and 8 participants for 2025.

Original filing (PDF)20260406220106NAL0010702978026

Caerus Investment Advisors, LLC

Name: Caerus Investment Advisors, LLC — Caerus Investment, Form 5500 (2025)
Creator: Caerus Investment Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caerus Investment Advisors 401(k) Plan

401(k) retirement plan · Caerus Investment Advisors, LLC's Caerus Investment Advisors 401(k) Plan held $723K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$723K

Net assets (EOY)

$723K

People on this filing

Elantha Barry signed Caerus Investment Advisors, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Caerus Investment Advisors, LLC's EIN is 47-1593998.

EIN 47-1593998

Plan number 001

Plan year 2025

ACK ID 20260406220106NAL0010702978026

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Caerus Investment Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Caerus Investment Advisors, LLC's 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 CAERUS INVESTMENT ADVISORS, 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

Helping the score