How big is Cavalero Holdings, LLC's plan?

Cavalero Holdings, LLC's plan reported $233K in assets and 3 participants for 2024.

Original filing (PDF)20250930111131NAL0016406819001

Cavalero Holdings, LLC

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

Form 5500-SF

FILING_RECEIVED

Cavalero Holdings LLC Retirement Plan

401(k) retirement plan · Cavalero Holdings, LLC's Cavalero Holdings LLC Retirement Plan held $233K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

Plan identifiers

Cavalero Holdings, LLC's EIN is 85-4307331.

EIN 85-4307331

Plan number 001

Plan year 2024

ACK ID 20250930111131NAL0016406819001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cavalero Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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