How big is Cumbie Advisory Services, Inc.'s plan?

Cumbie Advisory Services, Inc.'s plan reported $356K in assets and 4 participants for 2024.

Original filing (PDF)20250911210752NAL0002132162001

Cumbie Advisory Services, Inc.

Name: Cumbie Advisory Services, Inc. — Cumbie Advisory, Form 5500 (2024)
Creator: Cumbie Advisory Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cumbie Advisory Services, Inc. 401(k) Plan

401(k) retirement plan · Cumbie Advisory Services, Inc.'s Cumbie Advisory Services, Inc. 401(k) Plan held $356K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$356K

Net assets (EOY)

$356K

Plan identifiers

Cumbie Advisory Services, Inc.'s EIN is 68-0633465.

EIN 68-0633465

Plan number 001

Plan year 2024

ACK ID 20250911210752NAL0002132162001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cumbie Advisory Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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