Cavalier Assets INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Cavalier Assets INC.
  • Sponsor EIN: 852973803
  • Sponsor Address: 8 SHADOW LANE, ROLLING HILLS ESTATES, CA, 90274
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $190,317

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
202510$190,317$0$0
202410$190,317$0$0
20239$208,356$0$0
20224$218,849$0$0

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