Original filing (PDF)20250206090516NAL0022031570001

CASHATT CAPITAL LLC

Name: CASHATT CAPITAL LLC — CASHATT CAPITAL LLC 401K PLAN, Form 5500 (2024)
Creator: CASHATT CAPITAL LLC

Form 5500-SF

FILING_RECEIVED

CASHATT CAPITAL LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASHATT CAPITAL LLC.

Plan sponsor

Name

CASHATT CAPITAL LLC

EIN

92-1435411

Address

355 S WAVERLY PL 5B · VERO BEACH, FL · 32960

Phone

(772) 646-5062

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-06

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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