How big is CQ Wealth Advisors, Inc.'s plan?

CQ Wealth Advisors, Inc.'s plan reported $132K in assets and 2 participants for 2024.

Original filing (PDF)20250602100043NAL0017249088001

CQ Wealth Advisors, Inc.

Name: CQ Wealth Advisors, Inc. — CQ Wealth Advisors, Inc., Form 5500 (2024)
Creator: CQ Wealth Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CQ Wealth Advisors, Inc. 401(k) Plan

401(k) retirement plan · CQ Wealth Advisors, Inc.'s CQ Wealth Advisors, Inc. 401(k) Plan held $132K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

People on this filing

Nimai Chokshi signed CQ Wealth Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Nimai Chokshi — 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

CQ Wealth Advisors, Inc.'s EIN is 86-3139235.

EIN 86-3139235

Plan number 001

Plan year 2024

ACK ID 20250602100043NAL0017249088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CQ Wealth Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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