Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$4.3M
Filings through .
2 plans aggregated / $4.8M assets / 13 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CAVALRY LLC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $4.3M | 9 | 2025 |
| #002 | CAVALRY LLC CASH BALANCE PLAN | Cash balance | $439K | 4 | 2025 |