How big is Cavanaugh Nelson & Co, PLC's plan?

Cavanaugh Nelson & Co, PLC's plan reported $3.8M in assets and 7 participants for 2024.

Original filing (PDF)20250718143432NAL0001970225001

Cavanaugh Nelson & Co, PLC

Name: Cavanaugh Nelson & Co, PLC — Cavanaugh, Nelson & Co, Form 5500 (2024)
Creator: Cavanaugh Nelson & Co, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cavanaugh, Nelson & Co 401(k) Plan

Defined-contribution retirement plan · Cavanaugh Nelson & Co, PLC's Cavanaugh, Nelson & Co 401(k) Plan held $3.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Mark Nelson signed Cavanaugh Nelson & Co, PLC's 2024 Form 5500 as plan administrator.

Mark Nelson — 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

Cavanaugh Nelson & Co, PLC's EIN is 54-1967771.

EIN 54-1967771

Plan number 001

Plan year 2024

ACK ID 20250718143432NAL0001970225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cavanaugh Nelson & Co, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cavanaugh Nelson & Co, PLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAVANAUGH NELSON & CO, PLC.

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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 average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CAVANAUGH NELSON & CO, PLC

EIN

all filings

Address

999 WATERSIDE DR STE 2250 · NORFOLK, VA · 235103306

Phone

(757) 578-4900

Industry

CPA Offices· Professional & Technical Services

Plan administrator