How big is Cavalier Asset Management LLC's plan?

Cavalier Asset Management LLC's plan reported $118K in assets and 1 participants for 2025.

Original filing (PDF)20260424083935NAL0003054467001

Cavalier Asset Management LLC

Name: Cavalier Asset Management LLC — Cavalier Asset, Form 5500 (2025)
Creator: Cavalier Asset Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cavalier Asset Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cavalier Asset Management LLC's Cavalier Asset Management LLC 401(k) Profit Sharing Plan & Trust held $118K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$118K

Net assets (EOY)

$118K

Plan identifiers

Cavalier Asset Management LLC's EIN is 86-3688713.

EIN 86-3688713

Plan number 001

Plan year 2025

ACK ID 20260424083935NAL0003054467001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cavalier Asset Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cavalier Asset Management LLC'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 CAVALIER ASSET MANAGEMENT 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