· 2022–2024 · DOL EFAST2

Cavanaugh & Company, PLLC — Cavanaugh & Company, Form 5500 (2025)

Original filing (PDF)20260324145111NAL0002946017001

Cavanaugh & Company, PLLC

Form 5500-SF

FILING_RECEIVED

Cavanaugh & Company 401(k) Plan

401(k) retirement plan · Cavanaugh & Company, PLLC's Cavanaugh & Company 401(k) Plan held $740K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$740K

Net assets (EOY)

$740K

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 (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAVANAUGH & COMPANY, PLLC.

Plan sponsor

Name

CAVANAUGH & COMPANY, PLLC

EIN

84-3865621all filings

Address

4570 WEST 77TH STREET · # 310 · EDINA, MN · 55435

Phone

(952) 922-5450

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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