How big is Cates Engineering, Ltd.'s plan?

Cates Engineering, Ltd.'s plan reported $3.2M in assets and 21 participants for 2024.

Original filing (PDF)20250523081019NAL0002926899001

Cates Engineering, Ltd.

Name: Cates Engineering, Ltd. — Cates Engineering 401(k), Form 5500 (2024)
Creator: Cates Engineering, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cates Engineering 401(k) Profit Sharing Plan

401(k) retirement plan · Cates Engineering, Ltd.'s Cates Engineering 401(k) Profit Sharing Plan held $3.2M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Brian Cates signed Cates Engineering, Ltd.'s 2024 Form 5500 as plan administrator.

Brian Cates — 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

Cates Engineering, Ltd.'s EIN is 54-1830203.

EIN 54-1830203

Plan number 002

Plan year 2024

ACK ID 20250523081019NAL0002926899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cates Engineering, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cates Engineering, Ltd.'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 CATES ENGINEERING, LTD..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

CATES ENGINEERING, LTD.

EIN

all filings

Address

13575 HEATHCOTE BLVD. SUITE 170 · GAINESVILLE, VA · 20155

Phone

(571) 261-9280

Industry

Engineering Services· Professional & Technical Services

Plan administrator