Cavalesso Management Corporation DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cavalesso Management Corporation
  • Sponsor EIN: 821904712
  • Sponsor Address: 30 N GOULD ST STE N, SHERIDAN, WY, 82801
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $141,465

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$141,465$0$0
20232$141,465$0$0
20222$160,838$0$0