Original filing (PDF)20230920142712NAL0001864465001

C.A. & COMPANY OF SOUTH FLORIDA INC.

Name: C.A. & COMPANY OF SOUTH FLORIDA INC. — C.A. & COMPANY OF SOUTH FLORIDA INC. 401K PLAN, Form 5500 (2022)
Creator: C.A. & COMPANY OF SOUTH FLORIDA INC.

Form 5500-SF

FILING_RECEIVED

C.A. & COMPANY OF SOUTH FLORIDA INC. 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C.A. & COMPANY OF SOUTH FLORIDA INC..

Plan sponsor

Name

C.A. & COMPANY OF SOUTH FLORIDA INC.

EIN