How big is Caudle Fabrication's plan?

Caudle Fabrication's plan reported $225K in assets and 30 participants for 2024.

Original filing (PDF)20250717162936NAL0000341635001

Caudle Fabrication

Name: Caudle Fabrication — Caudle Fabrication 401(k) Plan, Form 5500 (2024)
Creator: Caudle Fabrication
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caudle Fabrication 401(k) Plan

401(k) retirement plan · Caudle Fabrication's Caudle Fabrication 401(k) Plan held $225K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

People on this filing

Marcus Bowie signed Caudle Fabrication's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Caudle Fabrication's EIN is 85-0863577.

EIN 85-0863577

Plan number 001

Plan year 2024

ACK ID 20250717162936NAL0000341635001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caudle Fabrication's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

CAUDLE FABRICATION

EIN

all filings

Address

1705 JOHNSON INDUSTRIAL DR. · EXCELSIOR SPRINGS, MO · 64024

Phone

(816) 797-2798

Industry

Manufacturing

Plan administrator