How big is GUNN, Lee & CAVE, P.C.'s plan?

GUNN, Lee & CAVE, P.C.'s plan reported $4.2M in assets and 14 participants for 2024.

Original filing (PDF)20251013145119NAL0000729651001

GUNN, Lee & CAVE, P.C.

Name: GUNN, Lee & CAVE, P.C. — GUNN, Lee & CAVE, P.C., Form 5500 (2024)
Creator: GUNN, Lee & CAVE, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GUNN, Lee & CAVE, P.C. 401(k) Plan

401(k) retirement plan · GUNN, Lee & CAVE, P.C.'s GUNN, Lee & CAVE, P.C. 401(k) Plan held $4.2M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

GUNN, Lee & CAVE, P.C.'s EIN is 74-2865552.

EIN 74-2865552

Plan number 001

Plan year 2024

ACK ID 20251013145119NAL0000729651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GUNN, Lee & CAVE, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GUNN, Lee & CAVE, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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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