Original filing (PDF)20250724164832NAL0012470194001

CANEPA & VIDAL PA

Name: CANEPA & VIDAL PA — CANEPA & VIDAL PA 401(K) PLAN, Form 5500 (2024)
Creator: CANEPA & VIDAL PA

Form 5500-SF

FILING_RECEIVED

CANEPA & VIDAL PA 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$710K

Net assets (EOY)

$710K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CANEPA & VIDAL PA.

Plan sponsor

Name

CANEPA & VIDAL PA

EIN

85-0312205all filings

Address

P.O. BOX 8980 · SANTA FE, NM · 875048980

Phone

(505) 982-9229

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