Original filing (PDF)20251008123923NAL0005556209001

CAT Mack, Inc. DBA Core Business and Financial Services

Name: CAT Mack, Inc. DBA Core Business and Financial Services — Form 5500 Plan 001 (2024)
Creator: CAT Mack, Inc. DBA Core Business and Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Core Business and Financial Services 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · CAT Mack, Inc. DBA Core Business and Financial Services' Core Business and Financial Services 401(k) Profit Sharing Plan and Trust held $1.2M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

CAT Mack, Inc. DBA Core Business and Financial Services' EIN is 73-1530551.

EIN 73-1530551

Plan number 001

Plan year 2024

ACK ID 20251008123923NAL0005556209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CAT Mack, Inc. DBA Core Business and Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CAT Mack, Inc. DBA Core Business and Financial Services' 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 CAT MACK, INC. DBA CORE BUSINESS AND FINANCIAL SERVICES.

Finding similar companies…

Plan health score

Above-average plan

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