Original filing (PDF)20250718175053NAL0003167536001

CU ENTERPRISES LTD

Name: CU ENTERPRISES LTD — CU ENTERPRISES LTD 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CU ENTERPRISES LTD

Form 5500-SF

FILING_RECEIVED

CU ENTERPRISES LTD 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 CU ENTERPRISES LTD.

Plan sponsor

Name

CU ENTERPRISES LTD

EIN

77-0286716

Address

1187 COAST VILLAGE RD STE 1-181 · SANTA BARBARA, CA · 931082737

Phone

(805) 735-7254

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

KATZ & ASSOCIATES INC

KATZ & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 32 participants

BIZIT CONSULTANTS INC

BIZIT CONSULTANTS 401(K) PROFIT SHARING PLAN

$2.2M · 5 participants

ELEVATE PUBLIC AFFAIRS, LLC

ELEVATE PUBLIC AFFAIRS, LLC 401(K) PROFIT SHARING PLAN

$2.2M · 15 participants

WITT EXCAVATING INC

WITT EXCAVATING INC 401(K) PLAN

$2.2M · 21 participants

NATIONAL ASSOCIATION OF CERTIFIED VALUATORS AND ANALYSTS, INC.

NACVA 401(K) PLAN