Original filing (PDF)20251231134209NAL0029162960001

CATE & COMPANY, INC. DBA C & C COMFORTMAKER

Name: CATE & COMPANY, INC. DBA C & C COMFORTMAKER — CATE & COMPANY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CATE & COMPANY, INC. DBA C & C COMFORTMAKER

Form 5500-SF

FILING_RECEIVED

CATE & COMPANY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATE & COMPANY, INC. DBA C & C COMFORTMAKER.

Plan sponsor

Name

CATE & COMPANY, INC. DBA C & C COMFORTMAKER

EIN

75-1682515

Address

11282 INDIAN TRAIL · DALLAS, TX · 75229

Phone

(972) 243-4994

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2025-12-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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