How big is Causey Wealth LLC's plan?

Causey Wealth LLC's plan reported $3.5M in assets and 9 participants for 2025.

Original filing (PDF)20260505154203NAL0001240017001

Causey Wealth LLC

Name: Causey Wealth LLC — Causey Wealth LLC 401(k) Profit, Form 5500 (2025)
Creator: Causey Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Causey Wealth LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Causey Wealth LLC's Causey Wealth LLC 401(k) Profit Sharing Plan & Trust held $3.5M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

ROBB Stone signed Causey Wealth LLC's 2025 Form 5500 as plan administrator.

ROBB Stone — 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

Causey Wealth LLC's EIN is 99-2109835.

EIN 99-2109835

Plan number 001

Plan year 2025

ACK ID 20260505154203NAL0001240017001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Causey Wealth 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 CAUSEY WEALTH LLC.

Finding similar companies…

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

Knocking points off