How big is Joel D. Cavanaugh, LLC's plan?

Joel D. Cavanaugh, LLC's plan reported $344K in assets and 6 participants for 2024.

Original filing (PDF)20250718101906NAL0001515089001

Joel D. Cavanaugh, LLC

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

Form 5500-SF

FILING_RECEIVED

Joel D. Cavanaugh, LLC 401(k) Plan

401(k) retirement plan · Joel D. Cavanaugh, LLC's Joel D. Cavanaugh, LLC 401(k) Plan held $344K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

People on this filing

Marcus Bowie signed Joel D. Cavanaugh, LLC'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

Joel D. Cavanaugh, LLC's EIN is 87-1283403.

EIN 87-1283403

Plan number 001

Plan year 2024

ACK ID 20250718101906NAL0001515089001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Joel D. Cavanaugh, LLC's plan includes 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 JOEL D. CAVANAUGH, 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

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 (89th percentile).

Plan sponsor

Name

JOEL D. CAVANAUGH, LLC

EIN

all filings

Address

275 SPRINGSIDE DRIVE · SUITE 200 · FAIRLAWN, OH · 44333

Phone

(330) 253-2227

Industry

Law Offices· Professional & Technical Services

Plan administrator