Original filing (PDF)20250908072028NAL0011783315001

CAUDLE & SPEARS, P.A. ATTORNEYS-AT-LAW

Name: CAUDLE & SPEARS, P.A. ATTORNEYS-AT-LAW — THE EMPLOYEES' 401(K) PROFIT SHARING PLAN OF CAUDLE AND SPEARS, P.A., Form 5500 (2024)
Creator: CAUDLE & SPEARS, P.A. ATTORNEYS-AT-LAW

Form 5500-SF

FILING_RECEIVED

THE EMPLOYEES' 401(K) PROFIT SHARING PLAN OF CAUDLE AND SPEARS, P.A.

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAUDLE & SPEARS, P.A. ATTORNEYS-AT-LAW.

Plan sponsor

Name

CAUDLE & SPEARS, P.A. ATTORNEYS-AT-LAW

EIN

56-1174087

Address

121 WEST TRADE STREET · SUITE 2600 · CHARLOTTE, NC · 28202

Phone

(704) 377-1200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator