How big is CATE & Brough, PA's plan?

CATE & Brough, PA's plan reported $1.1M in assets and 9 participants for 2024.

Original filing (PDF)20250716114131NAL0001914115009

CATE & Brough, PA

Name: CATE & Brough, PA — CATE & Brough, PA 401(k) Profit, Form 5500 (2024)
Creator: CATE & Brough, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CATE & Brough, PA 401(k) Profit Sharing Plan

401(k) retirement plan · CATE & Brough, PA's CATE & Brough, PA 401(k) Profit Sharing Plan held $1.1M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Rachel Brough signed CATE & Brough, PA's 2024 Form 5500 as plan administrator.

Rachel Brough — 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

CATE & Brough, PA's EIN is 85-2867659.

EIN 85-2867659

Plan number 001

Plan year 2024

ACK ID 20250716114131NAL0001914115009

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CATE & Brough, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CATE & Brough, PA'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 CATE & BROUGH, PA.

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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 (90th percentile).

Plan sponsor

Name

CATE & BROUGH, PA

EIN

all filings

Address

421 MARION AVENUE · SPARTANBURG, SC · 29306

Phone

(864) 585-4226

Industry

Professional & Technical Services

Plan administrator