How big is CBD Casework Millwork LLC's plan?

CBD Casework Millwork LLC's plan reported $1.7M in assets and 61 participants for 2024.

Original filing (PDF)20251016060133NAL0003084611001

CBD Casework Millwork LLC

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

Form 5500-SF

FILING_RECEIVED

CBD Casework Millwork, LLC 401(k) Plan

401(k) retirement plan · CBD Casework Millwork LLC's CBD Casework Millwork, LLC 401(k) Plan held $1.7M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

RENE HARO signed CBD Casework Millwork LLC's 2024 Form 5500 as plan administrator.

RENE HARO — 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

CBD Casework Millwork LLC's EIN is 88-1554059.

EIN 88-1554059

Plan number 001

Plan year 2024

ACK ID 20251016060133NAL0003084611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CBD Casework Millwork LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CBD Casework Millwork LLC'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 CBD CASEWORK MILLWORK LLC.

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Plan health score

Above-average plan

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

Knocking points off