How big is Cardea Capital Advisors LLC's plan?

Cardea Capital Advisors LLC's plan reported $351K in assets and 10 participants for 2024.

Original filing (PDF)20250711142919NAL0017548258001

Cardea Capital Advisors LLC

Name: Cardea Capital Advisors LLC — Cardea Capital, Form 5500 (2024)
Creator: Cardea Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cardea Capital Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cardea Capital Advisors LLC's Cardea Capital Advisors LLC 401(k) Profit Sharing Plan & Trust held $351K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$351K

Net assets (EOY)

$351K

People on this filing

JEAN Decker signed Cardea Capital Advisors LLC's 2024 Form 5500 as plan administrator.

JEAN Decker — 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

Cardea Capital Advisors LLC's EIN is 84-3992454.

EIN 84-3992454

Plan number 001

Plan year 2024

ACK ID 20250711142919NAL0017548258001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cardea Capital 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 CARDEA CAPITAL 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