How big is Cline Caldwell LLP's plan?

Cline Caldwell LLP's plan reported $1000K in assets and 4 participants for 2024.

Original filing (PDF)20250605170754NAL0020444448001

Cline Caldwell LLP

Name: Cline Caldwell LLP — Cline Caldwell LLP 401(k) Plan, Form 5500 (2024)
Creator: Cline Caldwell LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cline Caldwell LLP 401(k) Plan

401(k) retirement plan · Cline Caldwell LLP's Cline Caldwell LLP 401(k) Plan held $1000K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1000K

Net assets (EOY)

$1000K

People on this filing

Nick Rice signed Cline Caldwell LLP's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Cline Caldwell LLP's EIN is 83-2127831.

EIN 83-2127831

Plan number 001

Plan year 2024

ACK ID 20250605170754NAL0020444448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cline Caldwell LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cline Caldwell LLP'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 CLINE CALDWELL LLP.

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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