How big is Cadia Private Client, LLC's plan?

Cadia Private Client, LLC's plan reported $135K in assets and 3 participants for 2024.

Original filing (PDF)20251014123642NAL0002914225001

Cadia Private Client, LLC

Name: Cadia Private Client, LLC — Cadia Private 401(k), Form 5500 (2024)
Creator: Cadia Private Client, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cadia Private 401(k) Plan

401(k) retirement plan · Cadia Private Client, LLC's Cadia Private 401(k) Plan held $135K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

People on this filing

Richard Tatum signed Cadia Private Client, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Cadia Private Client, LLC's EIN is 83-2303452.

EIN 83-2303452

Plan number 001

Plan year 2024

ACK ID 20251014123642NAL0002914225001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cadia Private Client, 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 CADIA PRIVATE CLIENT, 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