· 2022–2024 · DOL EFAST2

CAET PROJECT MGT. CONSULTANTS — CAET PROJECT MGT. CONSULTANTS 401(K) PS PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20251002050632NAL0000470754001

CAET PROJECT MGT. CONSULTANTS

Form 5500-SF

FILING_RECEIVED

CAET PROJECT MGT. CONSULTANTS 401(K) PS PLAN & TRUST

401(k) retirement plan

Active participants

6

Accounts w/ balance

7

Plan assets (EOY)

$741K

Net assets (EOY)

$741K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAET PROJECT MGT. CONSULTANTS.

Plan sponsor

Name

CAET PROJECT MGT. CONSULTANTS

EIN

81-1611235all filings

Address

250 W. SOUTHLAKE BLVD · STE 100 · SOUTHLAKE, TX · 76092

Phone

(817) 741-6548

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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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