How big is Canter Wealth's plan?

Canter Wealth's plan reported $2.0M in assets and 19 participants for 2024.

Original filing (PDF)20250916082420NAL0001188227001

Canter Wealth

Name: Canter Wealth — Canter Companies 401(k) Plan, Form 5500 (2024)
Creator: Canter Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Canter Companies 401(k) Plan

401(k) retirement plan · Canter Wealth's Canter Companies 401(k) Plan held $2.0M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Canter Wealth's EIN is 68-0651245.

EIN 68-0651245

Plan number 001

Plan year 2024

ACK ID 20250916082420NAL0001188227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Canter Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Canter Wealth'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 CANTER WEALTH.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CANTER WEALTH

EIN

all filings

Address

7825 FAY AVENUE · SUITE 140 · LA JOLLA, CA · 92037

Phone

(619) 546-0973

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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