How big is Caviezel Wealth Management's plan?

Caviezel Wealth Management's plan reported $296K in assets and 3 participants for 2024.

Original filing (PDF)20250911212359NAL0000458003001

Caviezel Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Caviezel Wealth Management 401(k)

401(k) retirement plan · Caviezel Wealth Management's Caviezel Wealth Management 401(k) held $296K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

People on this filing

Karsten Caviezel signed Caviezel Wealth Management's 2024 Form 5500 as plan administrator.

Karsten Caviezel — 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

Caviezel Wealth Management's EIN is 82-3569072.

EIN 82-3569072

Plan number 001

Plan year 2024

ACK ID 20250911212359NAL0000458003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caviezel Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caviezel Wealth Management'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 CAVIEZEL WEALTH MANAGEMENT.

Finding similar companies…

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