How big is Cannon Advisors, Inc.'s plan?

Cannon Advisors, Inc.'s plan reported $1.5M in assets and 6 participants for 2024.

Original filing (PDF)20250515151713NAL0044815858001

Cannon Advisors, Inc.

Name: Cannon Advisors, Inc. — Cannon Advisors, Inc. 401(k), Form 5500 (2024)
Creator: Cannon Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cannon Advisors, Inc. 401(k) Plan

401(k) retirement plan · Cannon Advisors, Inc.'s Cannon Advisors, Inc. 401(k) Plan held $1.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

VU TRAN signed Cannon Advisors, Inc.'s 2024 Form 5500 as plan administrator.

VU TRAN — 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

Cannon Advisors, Inc.'s EIN is 55-0790044.

EIN 55-0790044

Plan number 001

Plan year 2024

ACK ID 20250515151713NAL0044815858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cannon Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cannon Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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