How big is Caravan Group, LLC's plan?

Caravan Group, LLC's plan reported $228K in assets and 10 participants for 2025.

Original filing (PDF)20260428220850NAL0015760816049

Caravan Group, LLC

Name: Caravan Group, LLC — Caravan Group, LLC 401(k) Plan, Form 5500 (2025)
Creator: Caravan Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caravan Group, LLC 401(k) Plan

401(k) retirement plan · Caravan Group, LLC's Caravan Group, LLC 401(k) Plan held $228K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$228K

Net assets (EOY)

$228K

People on this filing

Elantha Barry signed Caravan Group, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Caravan Group, LLC's EIN is 82-0972830.

EIN 82-0972830

Plan number 001

Plan year 2025

ACK ID 20260428220850NAL0015760816049

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Caravan Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARAVAN 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score