How big is Mark Cavagnero Associates' plan?

Mark Cavagnero Associates' plan reported $12.0M in assets and 49 participants for 2024.

Original filing (PDF)20250603095049NAL0007144227001

Mark Cavagnero Associates

Name: Mark Cavagnero Associates — Mark Cavagnero, Form 5500 (2024)
Creator: Mark Cavagnero Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark Cavagnero Associates 401(k) Plan

401(k) retirement plan · Mark Cavagnero Associates' Mark Cavagnero Associates 401(k) Plan held $12.0M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

People on this filing

Mandy Edmisten signed Mark Cavagnero Associates' 2024 Form 5500 as plan administrator.

Mandy Edmisten — 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

Mark Cavagnero Associates' EIN is 71-0919730.

EIN 71-0919730

Plan number 001

Plan year 2024

ACK ID 20250603095049NAL0007144227001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mark Cavagnero Associates' 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 MARK CAVAGNERO ASSOCIATES.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

MARK CAVAGNERO ASSOCIATES

EIN

all filings

Address

1045 SANSOME STREET · SUITE 200 · SAN FRANCISCO, CA · 94111

Phone

(415) 398-6944

Industry

Professional & Technical Services

Plan administrator