Civic Intelligence

Caerus Investment Advisors LLC

Plan context: Caerus Investment Advisors 401(K) Plan

EIN 47-1593998 • West Lake Hills, TX • 8 filings • 1 plans

311 Laurel Valley RdSuite 900West Lake Hills, TX 78746
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$722,519

2025 Contributions

$56,033

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$722,519$361,260$0201820222025YearValue
$722,519Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840201820222025YearValue
8Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202518$722,519$56,033$7,004iApproximate average salary by contribution assumption: employee only about $175,103 at 4% or $116,735 at 6%; with 50% employer match about $116,735 at 4% or $77,824 at 6%; with 100% employer match about $87,552 at 4% or $58,368 at 6%.
Caerus Investment Advisors 401(K) Plan-8$722,519$56,033$7,004iApproximate average salary by contribution assumption: employee only about $175,103 at 4% or $116,735 at 6%; with 50% employer match about $116,735 at 4% or $77,824 at 6%; with 100% employer match about $87,552 at 4% or $58,368 at 6%.
202416$559,437$62,912$10,485iApproximate average salary by contribution assumption: employee only about $262,133 at 4% or $174,756 at 6%; with 50% employer match about $174,756 at 4% or $116,504 at 6%; with 100% employer match about $131,067 at 4% or $87,378 at 6%.
Caerus Investment Advisors 401(K) Plan-6$559,437$62,912$10,485iApproximate average salary by contribution assumption: employee only about $262,133 at 4% or $174,756 at 6%; with 50% employer match about $174,756 at 4% or $116,504 at 6%; with 100% employer match about $131,067 at 4% or $87,378 at 6%.
202316$426,514$89,932$14,989iApproximate average salary by contribution assumption: employee only about $374,717 at 4% or $249,811 at 6%; with 50% employer match about $249,811 at 4% or $166,541 at 6%; with 100% employer match about $187,358 at 4% or $124,906 at 6%.
Caerus Investment Advisors 401(K) Plan-6$426,514$89,932$14,989iApproximate average salary by contribution assumption: employee only about $374,717 at 4% or $249,811 at 6%; with 50% employer match about $249,811 at 4% or $166,541 at 6%; with 100% employer match about $187,358 at 4% or $124,906 at 6%.
202216$278,910$81,145$13,524iApproximate average salary by contribution assumption: employee only about $338,104 at 4% or $225,403 at 6%; with 50% employer match about $225,403 at 4% or $150,269 at 6%; with 100% employer match about $169,052 at 4% or $112,701 at 6%.
Caerus Investment Advisors 401(K) Plan-6$278,910$81,145$13,524iApproximate average salary by contribution assumption: employee only about $338,104 at 4% or $225,403 at 6%; with 50% employer match about $225,403 at 4% or $150,269 at 6%; with 100% employer match about $169,052 at 4% or $112,701 at 6%.
202115$252,788$72,062$14,412iApproximate average salary by contribution assumption: employee only about $360,310 at 4% or $240,207 at 6%; with 50% employer match about $240,207 at 4% or $160,138 at 6%; with 100% employer match about $180,155 at 4% or $120,103 at 6%.
Caerus Investment Advisors 401(K) Plan-5$252,788$72,062$14,412iApproximate average salary by contribution assumption: employee only about $360,310 at 4% or $240,207 at 6%; with 50% employer match about $240,207 at 4% or $160,138 at 6%; with 100% employer match about $180,155 at 4% or $120,103 at 6%.
202014$147,277$62,260$15,565iApproximate average salary by contribution assumption: employee only about $389,125 at 4% or $259,417 at 6%; with 50% employer match about $259,417 at 4% or $172,944 at 6%; with 100% employer match about $194,563 at 4% or $129,708 at 6%.
Caerus Investment Advisors 401(K) Plan-4$147,277$62,260$15,565iApproximate average salary by contribution assumption: employee only about $389,125 at 4% or $259,417 at 6%; with 50% employer match about $259,417 at 4% or $172,944 at 6%; with 100% employer match about $194,563 at 4% or $129,708 at 6%.
201914$101,416$74,257$18,564iApproximate average salary by contribution assumption: employee only about $464,106 at 4% or $309,404 at 6%; with 50% employer match about $309,404 at 4% or $206,269 at 6%; with 100% employer match about $232,053 at 4% or $154,702 at 6%.
Caerus Investment Advisors 401(K) Plan-4$101,416$74,257$18,564iApproximate average salary by contribution assumption: employee only about $464,106 at 4% or $309,404 at 6%; with 50% employer match about $309,404 at 4% or $206,269 at 6%; with 100% employer match about $232,053 at 4% or $154,702 at 6%.
201812$14,494$15,588$7,794iApproximate average salary by contribution assumption: employee only about $194,850 at 4% or $129,900 at 6%; with 50% employer match about $129,900 at 4% or $86,600 at 6%; with 100% employer match about $97,425 at 4% or $64,950 at 6%.
Caerus Investment Advisors 401(K) Plan-2$14,494$15,588$7,794iApproximate average salary by contribution assumption: employee only about $194,850 at 4% or $129,900 at 6%; with 50% employer match about $129,900 at 4% or $86,600 at 6%; with 100% employer match about $97,425 at 4% or $64,950 at 6%.