How big is CPE Consultants, LLC's plan?

CPE Consultants, LLC's plan reported $968K in assets and 9 participants for 2024.

Original filing (PDF)20250918112950NAL0002073330001

CPE Consultants, LLC

Name: CPE Consultants, LLC — CPE Consultants, LLC 401(k), Form 5500 (2024)
Creator: CPE Consultants, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CPE Consultants, LLC 401(k) Savings Plan

401(k) retirement plan · CPE Consultants, LLC's CPE Consultants, LLC 401(k) Savings Plan held $968K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$968K

Net assets (EOY)

$968K

People on this filing

CHAD Carroll signed CPE Consultants, LLC's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

CPE Consultants, LLC's EIN is 57-1172931.

EIN 57-1172931

Plan number 001

Plan year 2024

ACK ID 20250918112950NAL0002073330001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CPE Consultants, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CPE Consultants, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CPE CONSULTANTS, LLC.

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