PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Cardone Ventures, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Cardone Ventures, LLC

EIN 84-1990653-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
$625K premiums
Participants
612
16435 N SCOTTSDALE RD #440 - SCOTTSDALE, AZ 85254503-351-1001
Plans on this EIN
2 filings
#001401(k)-$1.9M - 265 part#501Self-funded-$625K - 361 lives

Benefits portfolio analytics

1 plan / $625K premiums / 361 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.1M
  • Vision$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Other$1.1M
Total $1.1M6 rows
See carrier and broker market share with Pro.

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARDONE VENTURES, LLC 401(K) PLAN

401(k)

Assets$1.9M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARDONE VENTURES, LLC EMPLOYEE BENEFITS PLAN

Self-funded - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$625K
Covered lives361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARDONE VENTURES, LLC 401(K) PLAN401(k)$1.9M2652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARDONE VENTURES, LLC EMPLOYEE BENEFITS PLANSelf-fundedCIGNA HEALTH AND LIFE INSURANCE COMPANY$625K3612025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica