Original filing (PDF)20260330105404NAL0015015024001

CAO Advisory

Name: CAO Advisory — CAO Advisory Chamber Benefit, Form 5500 (2024)
Creator: CAO Advisory
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CAO Advisory Chamber Benefit Arrangement Plan

Health & welfare plan · CAO Advisory's CAO Advisory Chamber Benefit Arrangement Plan held $731 in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$731

Net assets (EOY)

$204

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAO ADVISORY.

Plan sponsor

Name

CAO ADVISORY

EIN

93-3159262all filings

Address

6403 RIDGELINE DR · HUDSON, OH · 44236

Phone

(614) 802-1534

Industry

Professional & Technical Services

Plan administrator

Name

STEPHEN MILLARD

EIN

82-5056803

City

AKRON, OH

Phone

(330) 376-5550

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-03-30

Welfare benefit codes

4A · Health (other than dental or vision)

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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