How big is Cannae Portfolio Advisors, LLC's plan?

Cannae Portfolio Advisors, LLC's plan reported $5.7M in assets and 13 participants for 2024.

Original filing (PDF)20251007101004NAL0002370179001

Cannae Portfolio Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Cannae Portfolio Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Cannae Portfolio Advisors, LLC's Cannae Portfolio Advisors, LLC 401(k) Profit Sharing Plan held $5.7M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Daniel Seymour signed Cannae Portfolio Advisors, LLC's 2024 Form 5500 as plan administrator.

Daniel Seymour — 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

Cannae Portfolio Advisors, LLC's EIN is 85-0555814.

EIN 85-0555814

Plan number 001

Plan year 2024

ACK ID 20251007101004NAL0002370179001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cannae Portfolio Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CANNAE PORTFOLIO ADVISORS, LLC.

Finding similar companies…

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