How big is Cavalry Management Group, LLC's plan?

Cavalry Management Group, LLC's plan reported $6.2M in assets and 7 participants for 2024.

Original filing (PDF)20251224050248NAL0026545714001

Cavalry Management Group, LLC

Name: Cavalry Management Group, LLC — Cavalry Management, Form 5500 (2024)
Creator: Cavalry Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cavalry Management Group 401(k) Plan

401(k) retirement plan · Cavalry Management Group, LLC's Cavalry Management Group 401(k) Plan held $6.2M in plan assets for 7 participants in 2024.

Signals · 1

Late filing · 1.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Celeste Klanjac signed Cavalry Management Group, LLC's 2024 Form 5500 as plan administrator.

Celeste Klanjac — 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

Cavalry Management Group, LLC's EIN is 75-3092973.

EIN 75-3092973

Plan number 001

Plan year 2024

ACK ID 20251224050248NAL0026545714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cavalry Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cavalry Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAVALRY MANAGEMENT GROUP, LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CAVALRY MANAGEMENT GROUP, LLC

EIN

all filings

Address

505 MONTGOMERY STREET · 11TH FLOOR · SAN FRANCISCO, CA · 94111

Phone

(415) 439-7000

Industry

Finance & Insurance

Plan administrator