How big is CAC, Inc.'s plan?

CAC, Inc.'s plan reported $2.3M in assets and 53 participants for 2024.

Original filing (PDF)20250512103218NAL0016783777001

CAC, Inc.

Name: CAC, Inc. — CAC, Inc. 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: CAC, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CAC, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · CAC, Inc.'s CAC, Inc. 401(k) Profit Sharing Plan held $2.3M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Trevor Beagen signed CAC, Inc.'s 2024 Form 5500 as plan administrator.

Trevor Beagen — 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

CAC, Inc.'s EIN is 85-0383566.

EIN 85-0383566

Plan number 001

Plan year 2024

ACK ID 20250512103218NAL0016783777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CAC, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CAC, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CAC, INC.

EIN

all filings

Address

610 INDUSTRIAL AVENUE · ALBUQUERQUE, NM · 87107

Phone

(505) 343-6100

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-12

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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