· 2022–2024 · DOL EFAST2

CAOBA CAPITAL WEALTH MANAGEMEN — CAOBA CAPITAL WEALTH MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250403174243NAL0021276386001

CAOBA CAPITAL WEALTH MANAGEMEN

Form 5500-SF

FILING_RECEIVED

CAOBA CAPITAL WEALTH MANAGEMEN 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$521K

Net assets (EOY)

$521K

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 (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAOBA CAPITAL WEALTH MANAGEMEN.

Plan sponsor

Name

CAOBA CAPITAL WEALTH MANAGEMEN

EIN

83-1522395

Address

55 WESTON RD STE 301 · WESTON, FL · 333261170

Phone

(954) 656-3603

Industry

Other Services (ex. Public Admin)see 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

2025-04-03

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

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