How big is CA Advisors, LLC's plan?

CA Advisors, LLC's plan reported $12.2M in assets and 17 participants for 2024.

Original filing (PDF)20250722115754NAL0002325777001

CA Advisors, LLC

Name: CA Advisors, LLC — CA Advisors, LLC 401(k) Profit, Form 5500 (2024)
Creator: CA Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CA Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · CA Advisors, LLC's CA Advisors, LLC 401(k) Profit Sharing Plan held $12.2M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

People on this filing

Sandra Deveau signed CA Advisors, LLC's 2024 Form 5500 as plan administrator.

Sandra Deveau — 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

CA Advisors, LLC's EIN is 82-3644307.

EIN 82-3644307

Plan number 002

Plan year 2024

ACK ID 20250722115754NAL0002325777001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CA Advisors, 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 CA ADVISORS, 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